I am Heloise Strauss

Professional experience :

I am a Certified Financial Planner® professional and proud member of the Financial Planning Institute of Southern Africa (FPI). My journey in the financial services industry started with short term insurance, whereafter it developed into further learning and experience in estate planning, life insurance, investments, retirement planning, medical schemes and business insurance. During my career as financial planner, I successfully completed the Postgraduate Diploma in Financial Planning at UOFS and obtained the internationally recognised CFP® designation. CFP® enables me to demonstrate my commitment to the Code of Ethics and Practice Standards of the FPI and to maintain a high standard of service and accountability to my clients. Furthermore I adhere to the continuous professional development (CPD) requirements of the Financial Sector Conduct Authority (FSCA) to remain updated on all areas of financial relevance and completed boththe regulatory examinations as Key Individual and Representative.

Qualifications

Masters in Business Leadership (MBL)
Unisa 2021 – 2022

Digital marketing & social media advertising
Elite Inc 2020

Postgraduate Diploma - Financial Planning
University of the Free State 1999 – 2001

Personal information :

Commercial Pilot License & instrument rating
Loutzavia flight school 2017 – 2018

Private Pilot License
Flight Training Services 2012 - 2013

Liberty corporate benefits
Liberty Life 2010

Basics of business economics
Unisa 1993 – 1995

Business / Managerial Economics
Tshwane University of Technology 1989 - 1991

I am married to my soul mate and best friend, Dawie, who support me in my continuous study journey and making memories while camping and travelling when we have the opportunity. We both completed our Private Pilot license (PPL) and had many fun flights together. I enjoy reading, cooking, early morning gym sessions and spending time with family and friends.