Citywire Money, Markets and Masterminds

The FPI’s 2024 Planner of the Year tells his story

Loading player...
In this episode we sit down with Rudolph Geldenhuys, the 2024 Financial Planning Institute (FPI) Planner of the Year, to discuss his experience competing for the FPI award.
Geldenhuys, who is a senior financial planner at WealthUp, explained the rigorous three-round evaluation process, which tested his financial planning expertise, business acumen and leadership potential.
While technical skills were crucial, he highlighted that strong relationships and mentorship played a key role in his success.
The conversation then shifted to the evolving role of technology in financial planning and we looked to the future, identifying key opportunities for financial planners in South Africa.
Tune in below for a lively discussion on what it takes to stand out in the financial planning industry.
14 Feb 2025 English South Africa Investing

Other recent episodes

FSCA warns crypto licence is not a stamp of approval

In the latest episode of Regulatory Rulebook, part of Citywire South Africa Money, Markets and Masterminds podcast series, Diketso Mashigo, departmental head of licensing at the Financial Sector Conduct Authority (FSCA), unpacks the regulator’s evolving approach to crypto asset service providers, why South Africa adopted an interim framework instead of…
28 May 27 min

Why some DFMs may not survive South Africa’s outsourcing boom

South Africa’s DFM market is expanding quickly, but Glacier Invest’s head of Implemented Consulting at Glacier Invest, Rafiq Taylor says not every business will survive the next phase of growth. Speaking to Citywire South Africa on this month’s DFM Discussion, Taylor highlights growing pressure from fee compression, tighter margins and…
27 May 27 min

FSCA’s Astrid Ludin on two-pot, Cofi and the next era for regulation

In this special edition of the Regulatory Rulebook series, Citywire South Africa sits down with Astrid Ludin, outgoing deputy commissioner at the Financial Sector Conduct Authority and president of the International Organisation of Pension Supervisors, for a rare exit interview. From the successful rollout of the two-pot retirement system to…
30 Apr 34 min

DFM value has moved beyond portfolios

Investment Solutions by Alexforbes has reached its two-year track record, giving advisers a clearer view of where the discretionary fund manager (DFM) is adding value and where the model still faces friction. In this episode, Alexforbes DFM specialist and portfolio manager Nadir Thokan discusses performance, manager selection, platform constraints, private…
30 Apr 36 min

Where insurers are still failing customers

From complex products no one fully understands to pricing that quietly erodes value, the Financial Sector Conduct Authority lifts the lid on the biggest conduct risks still lurking in South Africa’s insurance sector in the latest segment of the Regulatory Rulebook. In this episode of Money, Markets, and Masterminds, Brenda…
27 Mar 22 min
All episodes