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Jaco Joubert

Jaco Joubert

PSG Wealth
Jaco is a professional accountant, a certified financial planner and a fiduciary specialist. He started his career in 1994 and has  ...
Estate planning Investment Offshore investment Retirement planning Share Portfolios Wealth Management
Zeldene de Klerk

Zeldene de Klerk

Curemed Healthcare Consultants

Zeldene has been in the industry for six years now. In 2008 she started working as an administration assistant at Curemed Healt  ...

Estate planning Investment Medical Aid Planning Retirement planning Wealth Management
Reece Morrison

Reece Morrison

Masthead Financial Planning
Reece has a Advanced Certificate in Financial Planning, Higher Certificate in Wealth Management and a Higher Certificate in Marke  ...
Insurance Investment
David Kop

David Kop

FPI
David has been in financial services for over 20 years now. During this time he has fulfilled many roles from a personal assistant  ...
Business Planning Employee Benefits Estate planning Insurance Investment Life and Disability Assurance Medical Aid Planning Personal and Business Risk Planning Retirement planning Tax planning
Renee Eagar

Renee Eagar

Brenthurst Wealth
Renee is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. She started her career  ...
Estate planning Investment Offshore investment Retirement planning Wealth Management
Igor Rodionov

Igor Rodionov

Advicement Investment Services
Igor Rodionov is the managing director of Advicement Investment Services, the company behind a locally-developed online financial  ...
Investment Share Portfolios
Gavin Butchart

Gavin Butchart

Brenthurst Wealth
Gavin joined Brenthurst Wealth in March 2007 to head up the tax and accounts department, he has an accounting diploma and is a reg  ...
Estate planning Investment Retirement planning Tax planning Wealth Management
Dez Tswaile

Dez Tswaile

Masthead Financial Planning
Dez is currently doing a Programme in Investment Analysis & Portfolio Management and has over 4 years experience in the financial  ...
Investment Personal and Business Risk Planning Retirement planning
Connett Nthupi

Connett Nthupi

Masthead Financial Planning
Connett has an Advanced Diploma in Financial Planning, a Certificate in Financial Planning and has over 4 years experience in the  ...
Estate planning Investment Personal and Business Risk Planning Retirement planning
Mart-Marie de Jongh

Mart-Marie de Jongh

Gray Swan Financial Services (Pty) Ltd
Mart-Marie has spent her entire career focusing on personal financial planning for individuals and family businesses. She is respo  ...
Estate planning Investment Life and Disability Assurance Offshore investment Retirement planning Wealth Management
Werner Swanepoel

Werner Swanepoel

Optimum Financial Services Group

In 1995 Werner became part of the Optimum Team of Advisers. He left the group in 1997 to pursue his career as Professional Rugb  ...

Insurance Medical Aid Planning
Johan Burger

Johan Burger

Brenthurst Wealth
JOHAN is head of financial planning at our Pretoria branch and a director of Brenthurst Wealth. Johan obtained a B.Com degree in F  ...
Estate planning Investment Offshore investment Retirement planning Wealth Management
Stephen Katzenellenbogen

Stephen Katzenellenbogen

NFB Financial Services
With more than 12 years' experience in the financial services industry, Stephen is a prominent wealth manager to individuals, trus  ...
Asset Management Estate planning Investment Offshore investment Retirement planning Securities Wealth Management
Mduduzi Luthuli

Mduduzi Luthuli

Luthuli Capital (Pty) Ltd
Mduduzi Luthuli is the co-founder and an Executive Director of Luthuli Capital and heads up our Wealth Management and Corporate Di  ...
Estate planning Investment Retirement planning Wealth Management
Mpumi Mbilase

Mpumi Mbilase

Masthead Financial Planning
Mpumi has a Certificate in Financial Planning and has over 8 years experience in the financial services industry. Mpumi’s work  ...
Personal and Business Risk Planning

   FINANCIAL ADVISOR VIEWS

A strategy for doubling your investment yield

17 July 2017 | By Mduduzi Luthuli
The 1964 Aston Martin DB5 of investment strategies.

Finding the right professional financial planner

5 July 2017 | By David Kop
Your financial planner should also be the chief financial officer of your life.

To kill a bias

4 July 2017 | By Charl Botha
Sometimes you have to become more detached from your decision-making by mechanising parts of the process prone to suffer from human psychological error.

Should I rather pay off my bond than into my RA?

3 July 2017 | By Mduduzi Luthuli
Managing expectations in a low-return market, the effect of fees on investments, and tax benefits of RAs for high-income earners?

Don’t be emotional about the markets

26 June 2017 | By Jesse Morgans
The need to maximise pleasure and minimise pain is the main cause of investors not achieving the returns available from markets.

Life insurance: the why and how

26 June 2017 | By Mduduzi Luthuli
What factors do you need to consider?
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