Home Financial Planning Featured Financial Planner

Featured Financial Planner

Gareth Collier, CFP®, Director at Crue Invest

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®, Naviganti Financial Planning CC

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®.
financial planner stock footage Source: canva

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®

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® - Senior Financial Planner at WealthUp.

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®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

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®, Founder and CEO,ImPowerX Advisory Services

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 Column Image

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

The pros and cons of using a hedge fund

Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa.
two pot retirement system stock footage Canva photos

From policy to people: How the Two-Pot System is reshaping retirement

Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.

The evolving landscape of retirement income

The retirement landscape is shifting rapidly. People are living longer, market conditions remain volatile and inflation continues to erode purchasing power. By Rocco Carr, Business Development Manager, Glacier Financial Solutions.
- Advertisement -