Jurie Gouwsventer
MA (Clin. Psych.), MBA, CFP®
Jurie started his career as a clinical psychologist in 1986. He then moved to Old Mutual, initially as a personnel consultant. While there, he enrolled for an MBA at the University of Stellenbosch Graduate School of Business and joined Old Mutual’s investment division. He left the company at the end of 1993 as a senior investment fund manager to start his own financial planning firm.
In 2001 he enrolled for the postgraduate diploma in financial planning through the University of the Free State. Upon completion, he qualified as a Certified Financial Planner® (CFP®). In the same year he joined the Financial Planning Institute (FPI), the gatekeeper and mouthpiece of the financial planning profession in Southern Africa. The following year Jurie completed the advanced postgraduate diploma in financial planning with investments as his area of specialisation. He was adjudged national top student in the subject “Principles of Portfolio Planning and Management” that year.
In 2004 he and three colleagues founded Finsolnet, a voluntary association of independent financial planners working together to secure market-leading investment solutions for clients.
Jurie’s training as a clinical psychologist combined with his extensive experience in the field of personal finance, allows for meaningful client engagement. While financial planning has lots to say about our behaviour around money, clinical psychology has always sought to understand why we behave the way we do from a much broader perspective. Looking at our clients through both lenses allows us to offer the unique blend of values-based financial planning which is core to what we do at Mindfulmoney®