Magazine

FPI 2024 Convention

This year we celebrate the 35th FPI Professional Convention! The theme, “Cultivate Growth, Harvest Excellence,” underscores the FPI's commitment to guiding clients through financial challenges and achieving excellence in the profession. Let’s engage, learn, and grow together as we continue to elevate financial planning in South Africa.

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What’s Inside

Embracing Purpose and Collaboration

Leadership is a journey of growth, relying on team collaboration and purpose. Jeanette Marias, CEO Momentum, shares insight into her purpose led strategy.

Finanlist: FInancial Planner of the Year

Discover insights shared by this years Financial Planner of the Year Finalists: Gareth Collier CFP®, Rudolph Geldenhuys CFP® and René van de Spreng CFP®.

Cultivating a growth mindset

Dedication, hard work and continuous learning are the tenets of a growth mindset and are at the heart of our financial planning practice, says Sue Torr, co-founder of Crue Invest.

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