Thought Leaders Archives | Page 4 of 8

Terence Tobin FAMILY FOCUSED CERTIFIED FINANCIAL PLANNER® AND RICH IDEAS GROUP FOUNDER

Terence Tobin, CFP®| Financial Planner Profile

Blue Chip speaks to Terence Tobin, CFP®, Director at Rich Ideas Group, about his journey as a Certified Financial Planner®.

Financial advice – the career of choice for young professionals and...

Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers.

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®.

Clients can invest up to 100% of their investment assets offshore,...

While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.

Nonhlanhla Nxele, CFP®, Founder and CEO, Esteemed Financial Solutions

Making a positive impact

Blue Chip speaks to Nonhlanhla Nxele, CFP®, founder and CEO of Esteemed Financial Solutions, who has participated in a business development and growth support programme run by the Association for Savings and Investment South Africa (ASISA).

Jaco Gouws, Head of Proposition and Business Development, Private Clients by Old Mutual Wealth

The pinnacle of wealth curatorship

True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.

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®.

David Crosoer, Chief Investment Officer, PPS Investments

Navigating a changing landscape

Blue Chip chats with David Crosoer, Chief Investment Officer at PPS Investments, about the opportunities and challenges investors are having to navigate across the investment landscape.

Practice makes perfect

Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning.