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Featured Financial Planner

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...
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Equilibrium Investment Management

Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.

Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
understand the price you pay for investing in America

Understand the price you pay for investing in America

Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth.
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