Bridging the Human and Technical Sides of Finance

In a conversation with Tony, 2024 Financial Planner of the Year, Rudolph Geldenhuys from WealthUp, shares the story behind his success in the financial planning industry. At 33 years old, Rudolph explains how his approach is built around balancing the technical aspects of money management with the human side-understanding clients' hopes and dreams and helping them overcome fear and uncertainty.
He recounts his journey into financial planning, how his first attempt at entering the competition in 2022 led to self-discovery, and how the 2023 Financial Planning Institute (FPI) convention reignited his passion for entering. Rudolph emphasises the importance of surrounding yourself with a supportive community and mentors, the value of technology and paraplanners in improving efficiency, and his belief that financial planning is more than a job-it's a calling.
To younger financial planners, Rudolph offers the advice of focusing on their "why," cultivating human connections, and leveraging technology to create lasting impacts for clients. His experience highlights that success in this field is driven by purpose, passion, and collaboration.