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Jana Human

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Jana started her career in finance in 2017 as the receptionist at JWR Financial Services. She is currently one of four Certified Financial Planners at JWR. Read Jana's Profile here to learn more: https://bluechipdigital.co.za/featured/featured-financial-planner-jana-human/
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Alternative sources of return

Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.

Creditworthiness key to client relations

Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.

How important are the non-investment services of a DFM?

Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
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