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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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Why umbrella funds belong in your EVP strategy

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image by http://www.fotogestoeber.de from Getty Images

Looking forward to a RAG-based future

Large Language Models (LLMs) and their more recent cousin – Retrieval Augmented Generation (RAG) – have been taking the world by storm. This storm...
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