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

Portfolio construction is not about finding the next winner

Trying to pick the best fund or next winning manager is one of the misconceptions investors and advisers can bring to portfolio construction, according to Symmetry head of DFM Kim Rassou. In the September Money, Markets and Masterminds DFM Discussion, Rassou tells Citywire South Africa editor Ruan Jooste why Symmetry…
4 Sep 33 min

FSCA enforcement chief on the misconduct putting advisers at risk

In the latest episode of Money Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Financial Sector Conduct Authority (FSCA) divisional executive for enforcement Gerhard van Deventer to unpack the regulator’s 2025/26 Regulatory Actions Report. They discuss what is driving record enforcement activity, where advisers risk crossing…
28 Aug 39 min

What should advisers really expect from a DFM?

As advisers gain access to better research, technology and investment tools, discretionary fund managers (DFMs) increasingly have to prove where they genuinely add value. In the latest DFM Discussion, The Robert Group head of investments, Devin Shutte joins Citywire South Africa editor Ruan Jooste to discuss manager selection, portfolio construction,…
26 Aug 25 min

Why the biggest regulatory shift in years is still to come

South Africa’s financial services industry is on the brink of its biggest regulatory overhaul in years, yet many advisers may still be underestimating what’s coming. In the latest episode of Money, Markets and Masterminds, FSCA divisional executive for regulatory policy Eugene du Toit unpacks the regulator’s new three-year regulation plan,…
30 Jul 38 min

The adviser’s outsourcing dilemma

Are advisers still investment managers, or have they become relationship managers in an increasingly outsourced world? In this month’s DFM Discussion on Money, Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Equilibrium managing director Florbela Yates to tackle one of the biggest structural shifts in financial…
28 Jul 28 min
All episodes