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Florbela Yates

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Florbela is an experienced Head Of Investments with a demonstrated history of working in the financial services industry. She is skilled in investment advisory, investment management, business development, financial services, and Discretionary Fund Management (DFM, DIM, DM). Florbela is a strong consulting professional who graduated from the University of the Witwatersrand. More insights from Momentum here.
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Following in the footsteps of excellence

Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.

Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.

Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.

FPi announces 2026 Corporate Partner of the Year finalists

Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.

Building the future of financial planning

Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital.
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