51 episodes

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

Financial Planners South Africa XY Media

    • Business

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

    #50 Megan McCoy

    #50 Megan McCoy

    Megan is a board member of the Financial Therapy Association, and the Director of the Financial Planning Masters Program at Kansas State University. She and Louis talk about financial therapy and the psychological side of money.

    Megan McCoy LinkedIn: https://www.linkedin.com/in/megan-mccoy-phd/
    Financial Therapy Association Website: https://financialtherapyassociation.org/
    Kansas State University Profile: https://www.hhs.k-state.edu/pfp/about/people/meganmccoy/

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
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    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 45 min
    #49 Bridget McNulty

    #49 Bridget McNulty

    Bridget is the author of "The Grief Handbook", which acts as a guide through what can feel like the worst days of your life. She and Louis discuss what lead her to writing this book, what financial planners can learn about grief and bereavement, and what you can do to help people going through these stages.

    Bridget McNulty LinkedIn: https://www.linkedin.com/in/bridgetmcnulty/
    Bridget McNulty Website: https://bridgetmcnulty.com/

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 40 min
    #48 Geoffrey Harmuth

    #48 Geoffrey Harmuth

    Geoffrey is the co-founder and CEO of Lifedocs. He and Louis discuss the origins of Lifedocs, using technology to simplify estate planning and an advisers role in easing the process.

    Geoffrey Harmuth LinkedIn: https://www.linkedin.com/in/geoffrey-harmuth/
    Lifedocs Website: https://lifedocs.co.za/

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 43 min
    #47 Renate Jute

    #47 Renate Jute

    Renate is the Founder and Director at Noble Prosperity. She and Louis chat about the importance of upskilling, financial coaching and how it's tied to the psychology of money.

    Renate Jute LinkedIn: https://www.linkedin.com/in/renate-jute/
    Noble Prosperity Website: https://www.nobleprosperity.co.za/

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 40 min
    #46 Wynand Gouws

    #46 Wynand Gouws

    Wynand is a Wealth Manager at Gradidge-Mahura Investments. He and Louis talk about what inspired him to write his newest book: "To 100 and Beyond", as well as how to deal with the various chapters in your life.

    Wynand Gouws LinkedIn: https://www.linkedin.com/in/wynand-gouws-cfp%C2%AE-0921136/
    Gradidge-Mahura Investments Website: http://gminvestments.co.za/
    "To 100 and Beyond" Book Link: https://www.amazon.com/s?k=9781776390274&ref=nb_sb_noss

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 31 min
    #45 Sidney Divine

    #45 Sidney Divine

    Sidney is the Founder at Divine Wealth Strategies. He and Louis discuss his journey to becoming a Registered Life Planner, and the personal discipline he follows when providing advice.

    Sidney Divine LinkedIn: https://www.linkedin.com/in/sidney-divine-cfp%C2%AE-chfc%C2%AE-rlp%C2%AE-ricp%C2%AE-cdfa-%C2%AE-68394226/
    Divine Wealth Strategies Website: https://divinewealthstrategies.com/

    For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/

    Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa

    Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.

    Join the XY platform:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 48 min

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