Lelane Bezuidenhout
Lelané Bezuidenhout CFP®is the Chief Executive Officer at Financial Planning Institute of Southern Africa. Lelané started her career in the financial sector in 1999. She joined the Ombud for Financial Services Providers (FAIS Ombud) in 2010 where she gained high-level expertise in FAIS legislation and related subordinate regulation. More insights from the FPI here
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COFI readiness
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Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum.
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has positioned itself to be a reliable partner that empowers advisors.
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This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning.
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Simplified processes lower the decision barrier. The less effort it takes to do business, the easier it is for clients to say yes. That thinking is exactly what sits behind South Africa’s top client engagement platform, ProfileMe. Blue Chip caught up with the founder and CEO, Rizanne Oosthuisen-Botha.
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