Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept of “lifestyle financial planning”, which empowers clients and gives them the freedom to achieve their financial goals.
Dirk Groeneveld LinkedIn: https://www.linkedin.com/in/dirk-groeneveld-cfp%C2%AE-276a9a18/
Client Care Website: https://www.clientcare.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 we build long-term wealth for clients.
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You can get a transcript of this podcast here
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#100 Andy Hart
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven …
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#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
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#98 Dylan Verreynne
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing …
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#97 Louis van der Merwe
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#96 Mark Hedderman
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about …
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#95 Grant Hicks
Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building …
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#94 Ashley Quamme
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#93 Kevin Feather
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#92 Lisa Perry
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#91 Kathi Balasek
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Investment Podcast #10 – Private Credit
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#443 Abigail Gatling
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Impact Investing #1
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Impact Investing #2
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Impact Investing #3
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Impact Investing #4
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AdviceTech Podcast #80 – Employment Hero
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#442 Josh Derrington
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Engine Room Podcast #34 – Unpacked
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