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Kathryn van Dongen

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Kathryn van Dongen is Managing Director at PortfolioMetrix South Africa
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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.
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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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