56 min
Kobus Kleyn on Dealing in Dreams as a ’Lifestyle’ Financial Planner Capital Alchemy
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- Inversiones
Certified Financial Planner Kobus Kleyn is on a mission to transform the financial services profession into a fully fledged noble one. In this episode, Kobus joins Tatenda and Lerato to share his views on the following:
- The noble professional of a Certified Financial Planner
- The ideal time to retire
- Making the most of retirement
- Diversification
- Finding the right balance of offshore and domestic investments for your circumstances
- Running a virtual practice and working from anywhere
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Certified Financial Planner Kobus Kleyn is on a mission to transform the financial services profession into a fully fledged noble one. In this episode, Kobus joins Tatenda and Lerato to share his views on the following:
- The noble professional of a Certified Financial Planner
- The ideal time to retire
- Making the most of retirement
- Diversification
- Finding the right balance of offshore and domestic investments for your circumstances
- Running a virtual practice and working from anywhere
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
56 min