Gareth Collier, CFP® | Financial Planner Profile
Blue Chip speaks to Gareth Collier, CFP®, Director at Crue Invest, about his journey as a Certified Financial Planner®.
Kim Lewis, CFP® | Financial Planner Profile
Blue Chip speaks to Kim Lewis, CFP® at Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®.
Profiling financial planners
Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Jana Human, CFP® | Financial Planner Profile
Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Rudolph Geldenhuys CFP®
Blue Chip speaks to Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp, about his journey as a Certified Financial Planner®
Kim Potgieter CFP® | Financial Planner Profile
Blue Chip speaks to Kim Potgieter CFP®, Director, Chartered Wealth Solutions, about her journey as a Certified Financial Planner®
Mulalo Nemataheni CFP®
Instant gratification and “vhathu vha dori mini” [what will people say] syndrome also play a major role in making people do things that only serve them now and not in the future, and not for the benefit of future generations, says Mulalo Nemataheni, CFP®, Founder and CEO, ImPowerX Advisory Services
Barry O’Mahony, CFP®
Done properly, financial planning is one of the most honourable professions out there because it can make a huge difference to people’s lives, says Barry O’Mahony, CFP®
Kobus Kleyn, CFP®
“In the constantly evolving realm of financial planning, the essence remains consistent: dedication, adaptability, and the unwavering commitment to client well-being drive the Profession forward.” Kobus Kleyn CFP
Tom Brukman, CFP®
What inspired you to become a financial planner?
I spent a good six months in my mid-twenties exploring what profession I could build a career...
- Advertisement -
Most Popular
Offshore tax regulations: implications for South African investors, business owners and emigrants
In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses.
Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
Blue Quadrant Capital Management
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
- Advertisement - ![]()
