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Ian Jones

Ian Jones is the CEO at Fundhouse. Ian is a qualified actuary and brings with him a wealth of financial services experience, most recently as an executive of an asset manager. He also has international experience, having spent five years in Australia. He started in the investment industry in 2001 and is based in South Africa. More insights from Fundhouse here.
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Round Table: Investing Offshore

Protected: Investing Offshore – Round Table Discussion

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.

Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director, Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
Tech trends for 24

Tech trends for ‘24

Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business.
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