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 English South Africa Investing

Other recent episodes

Sponsored: How South African institutions are rethinking risk and returns with Investec

In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his…
3 Sep 37 min

Are small caps finally having their moment?

In this Mind over Markets episode of Money, Markets, and Masterminds, Morningstar’s head of investments, Sean Neethling, joins Citywire South Africa to unpack the ‘size debate’. From the Russell 2000 index’s rally to South Africa’s cheap but illiquid mid- and small-cap space, we explore whether the recent rotation is a…
1 Sep 18 min

Retiring in Africa: Cross-border lessons on building inclusive pension systems

In this special Money, Markets, and Masterminds roundtable, we take retirement planning beyond South Africa’s borders. Host Ruan Jooste is joined by Mtho Ncube, wealth manager and employee benefits consultant at GTC in Johannesburg; LeRoy Otenyo, employee and retirement benefits consultant at Zamara Group in Kenya; and Edmond Ade, certified…
14 Aug 46 min

How South Africa can fast-track growth

In the latest Money, Markets, and Masterminds Long Game episode, economist and investment strategist Adrian Saville shares an evidence-based blueprint for transforming South Africa’s economy. Drawing on six decades of global data, he argues that high savings and investment rates, greater economic openness, and targeted sector development could halve unemployment…
13 Aug 22 min

Mind Over Markets: Is the tide turning for US dominance?

Emerging markets are making waves — and South Africa is riding high. In the latest Money, Markets, and Masterminds podcast, Citywire South Africa editor Ruan Jooste is joined by Sean Neethling, Head of Investments at Morningstar South Africa, to unpack why the MSCI EM Index is booming, how global capital…
4 Aug 20 min
All episodes