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Kobus Kleyn CFP®

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A Visionary who is on a mission with other like-minded financial professionals to transform our financial services industry into a fully fledge noble Profession.

Author: "Passion for the Profession-Mastering the 9 P's to Professionalism". Published 18 March 2017.
Author: "RDR-Mastering Key Elements to RDR ". Published 11 July 2017
Author “CryptoMania- Mastering the Crypto” Published on 1 April 2018.

Memberships-Member MDRT, FPI, FISA, FIA, SAIT, STEP, IISA, The Institute of Ethics & Unashamedly Ethical.

Positions and Duties:

DIRECTOR MDRT PGA MAIN PLATFORM TASK FORCE GLOBAL CONVENTION 2019 AUSTRALIA;

CHAIRPERSON FIA RDR FINANCIAL PLANNING COMMITTEE;

PAST CHAIRPERSON LIBERTY GROUP FINANCIAL ADVISOR ETHICS COMMITTEE;

FPI PROFESSIONALS CONVENTION COMMITTEE 2016, 2017; 2018 & 2019;

FSB FIA RDR WORK STREAM GROUP;

MDRT MENTORSHIP MEMBER;

MDRT FOUNDATION GOLD KNIGHT.

PAST CHAIRPERSON FPI RISK COMPETENCY COMMITTEE;

PAST ASSISTANT DIRECTOR PGA TRAFFIC SESSION TASK FORCE;

PAST MDRT PROTECTION COMMITTEE MEMBER;

PAST MDRT INCOME REPLACEMENT TASK FORCE;

PAST MDRT MCC COUNTRY CHAIR;

PAST MDRT MCC AREA CHAIR;

FPI CONSECUTIVE" IT STARTS WITH ME " AWARD WINNER 2015 & 2016;

FPI MEDIA AWARD WINNER 2017;

MDRT LEADERSHIP PGA AWARD WINNER 2014.

FPI VOLUNTEER
MDRT PGA VOLUNTEER
MDRT MILLION DOLLAR ROUND THE TABLE TOP OF THE TABLE MEMBER.
RDR THOUGHT LEADER
FINANCIAL PLANNING THOUGHT LEADER
SOCIAL MEDIA THOUGHT LEADER
CRYPTO CURRENCY THOUGHT LEADER

TOP 1 % LINKEDIN PROFILE HOLDER & TOP 10 OUT OF 21 750 + CONNECTIONS
TOP 25 LINKEDIN INTERNATIONAL FINANCIAL PLANNER PROFILE

------- Testimonials Start Here -------
“As CEO of the All-Gen Group, I work with financial adviser and influential people in a range of companies, including the leadership teams at some of the largest and most prestigious organisations in our industry.

I can say without reservation that Kobus is one of the best financial advisers and finance services professionals I've ever met. He has an uncommon blend of business acumen, industry knowledge and dedication for the financial industry. Kobus also has excellent leadership skills, and is always focused on doing what's best for both his clients and his team.

I've learned a lot about how to service this industry from Kobus.

Thank you @KobusKleyn for you input and the way you ALWAYS set an example to all new entrants and current financial advisers in our industry!”

- Andre Steenkamp; CFP® FPSA®; Director at All-Gen Group

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“For some time I have followed Kobus on LinkedIn and have had many conversations around strategy, tools and professional communication for financial planners. Over this time our paths have crossed several times, from speaking at events together to hosting workshops and attending networking events for the industry.

He brings a strong voice to the industry, one that has been built over time, and he is always open to generously sharing his ideas and experience with his network - especially those in need of mentorship and encouragement.

I think one of my most memorable moments with him was on stage at the FPI Convention in 2017 when he whipped a taser out his pocket and triggered it... Fright. Of. My. Life... but what a way to make a point!”

- Tim Slatter; Co Director at Slatter Communications

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“Kobus is a phenomenal volunteer. I had the opportunity of seeing him in action during the Million Dollar Round Table, USA Meeting and became very impressed by the high level of professionalism and welcoming demeanor he had for our world-wide attendees throughout the event. It was no surprise that he received the coveted MDRT Volunteer of the Year award. His passion for the Financial Industry and caring nature are some of his great signature values. I highly recommend Kobus as a leading Financial Advisor.”

- Yolie Aleman-Rodriguez; President/Owner at State Farm Insurance

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“So many things come to mind when one thinks about Kobus. I personally feel that global cliches were construed for this gentleman. "One in a million", "salt of the earth person" and the likes all come to mind.

Whilst I have not known Kobus for too long, his breadth and depth of knowledge on all things financial are a gold-mine of which he has been generous enough to share with me. I have, and continue, to learn so much from Kobus.

Although I live in a different country, the fact that we work in the same industry brought us together and his willingness to help me on certain issues and guidelines has proven to be invaluable.

Kobus is the epitome of the financial services industry and is in good stride in establishing his mark on our industry.

Kobus, thank you for all you do for our industry and us as financial professionals. I speak for millions of people when I wish you all the luck in the world with your future endeavours.”

- Peter Button; International Financial Advisor at Blacktower Financial Management

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“I have gotten to know Kobus through his volunteer work he does for The Financial Planning Institute. Kobus is passionate about the financial planning profession, and always willing to put up his hand to give back. Kobus is very knowledgeable about the profession, practice management and adding value to clients. A true leader and passionate CFP® professional.”

- Barbara Mundell; CFP®, Member & Technical Manager at Financial Planning Institute of Southern Africa

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“Kobus is one of the most profession people I have ever met in the financial services industry, he is also as equally passionate about the industry as he is professional. Kobus goes out of his way to ensure his service is world class in all business interactions. One can rests assured when dealing with Kobus that he operates with the outmost ethics and integrity. It is a pleasure to endorse Kobus as he is truly making such a difference to the industry as well as to our country!”

- Craig Yeats; Director, Manager and Financial Planner at Enriching Life Financial Services

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“I have served under Kobus' chairmanship of the FPI Risk Competency Committee over the last 2 years and have always been impressed by the manner in which he conducts proceedings, encourages active participation and ensures accountability so that things get done. He is really goal driven and always displays initiative, efficiency and a way of interacting that brings out the best in others. He has vast knowledge and experience and is always willing to share it and help others. I have not met anyone else who embraces the CFP® mark with so much pride, passion and vigour as he does. Kobus describes himself as a visionary who has a mission to ensure Professionalism of the Financial Services Profession. Indeed he has clear ideas on how the Financial Planning profession needs to move forward and how the standards can be raised within the profession. Ethics, knowledge, professionalism and placing the interests of clients first – these are ingrained values he holds dear and the pillars of the vision he freely and continuously shares with all, and which culminated in the release of his first book earlier this year entitled “Passion for the Profession – Mastering the 9 P’s to Professionalism”. I am thankful for everything Kobus has taught me and look forward to learning much more from him in future.”

- Ashley Lakey; Legal Advisor at OMART

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“I have known Kobus for 16 years his passion for our profession is unwavering. Successful in his own right he gives so much back to support colleagues and the industry. So much knowledge to share. Keep it up Kobus”

- John Marsden; Managing Director at Citadel Financial Protection

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“I met Kobus at the 2014 FPI Convention and had the privilege to observe his success story on LinkedIn closely ever since. What Kobus has achieved on LinkedIn is unparalleled - in a nutshell, he has redefined the term 'Influencer' and 'Personal Branding' by unselfishly promoting the best interests of his profession and flying the flag for transforming the financial advisory into a highly respected profession. He has done so in a most genuine and altruistic manner that has attracted many followers from within the industry and outside of it and if there is one word to best describe this new paradigm of building your brand online, it is 'Movement Marketing'. I can recommend Kobus in the highest possible way, both as a professional and a person of great integrity and care for the wellbeing of others. He is a great asset to any client and any organisation, especially as a director / board member for any business that is serious about charting the future of their industry.”

- Dr Nik Eberl (The Future Leader Forum); TOP 50 Global Innovation Award | Inventor: FutureScaling™

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“I have met Kobus through his volunteer work for the financial planning profession and knows him now for a number of years. There are three reasons why I will recommend Kobus: 1. He cares, for his clients and for his industry 2. He will never hesitate to do the right thing 3. He has the knowledge and knows how to apply it.”

- Wessel Oosthuizen, CFP®; Managing Director, at Verso Wealth (Pty) Ltd

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“I had the pleasure in meeting Kobus 3 years ago and I have never had any doubt in the soundness of the financial advice he has given me. He has earned my trust and build a lasting relationship by delivering what he promises.”

- Charles Le Roux; Co-Founder of IT Empowerment Solutions; Founder of the "GREY HEADS”; Group COO; Specialist Tech Recruiter

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“I have been a client of Kobus Kleyn for many years now and I will continue so for many to come. Kobus does not just look at my need for long-term insurance, but his services aim at firstly building my wealth and then protecting it. Secondly he ensures that financial planning includes enjoying the fruits of my labour. He advises me in all areas of my life that finances touch on such as new employment, marriage, wills, short-term insurance, investing and bringing up my children. Kobus has taught me to have a love relationship with wealth or currently, the idea of wealth. I find myself in “what would Kobus do” in so many moments, Do I save this for later, is it worth saving, an dyes sometimes I ask myself if the funds are even worth spending! You work hard to earn a living, you need to make your money work for you; today and tomorrow. I am most fortunate to have Kobus as my wealth planner and I do not make financial decisions without his input. Kobus is very knowledgeable, he is most pleasant to deal with, he is patient and most importantly he is ethical and takes immense pride in his work.”

- Dirontsho Mohale; Master of Laws (LLM) at University of South Africa/Universiteit van Suid-Afrika

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“I have known Kobus or the past 10 years in the role as my personal financial adviser. During this time, he has proven to be dedicated, knowledgeable, always willing to go the extra mile and an excellent financial mentor.

On occasion, I have had the opportunity to sound board business matters and other related matters with him. He has always given me unbiased and insightful advice that has stood me in good stead in my final decisions.

I have no qualms in recommending Kobus, rest assured that anybody that happens to cross paths with him will be off that much the better.”

- Fanus Coetzee; Development Manager at Peak Property Group

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“Kobus is an exception talent and asset to the financial planning industry. As a leader and adviser he sets the bar in terms of ethics and integrity, with a passion for both clients and advisers alike.”

- Richard Browne; CFP®; Director at Benchmark Capital Group

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“Kobus Kleyn has been my personal financial adviser and broker for approximately 10 years. It has been an enormous pleasure to deal with him and his company during this time. Kobus has ensured that my financial position is clear and has invested on my behalf to secure future stability and sustainability. He has a high level of interest in his clients, business knowledge and professional ethics and surrounds himself with highly competent staff and associates. I highly recommend his excellent services!”

- Sharon Fourie

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"Kobus Kleyn really cares about the Financial Services Industry and the Financial Planning profession as evidenced by his volunteer work. He was the best Risk Competency Committee Chairperson that I worked with at the FPI. He is truly professional and always availed himself when needed."

- Carla Letchman Naicker; Legal Advisor at Old Mutual

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"Kobus Kleyn has been my planning adviser for more than a decade and has taught me most of what i know about money. He is highly skilled, reliable, trustworthy, and his attention to detail is very assuring. I recommend him without any reservation."

- Teboho Mahuma; Independent Development Practitioner at Teboho Mahuma & Associates

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"Kobus is awesome! Knowledgeable and well informed. Cares for people and their investments."

- Barend Grobler

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"Kobus has been an absolutely outstanding professional, with boundless passion, energy and a single-pointed focus in taking MDRT to significantly higher levels in South Africa. He has laid a solid foundation for further substantial growth in MDRT awareness and membership figures in the years ahead. He is an asset for any organizations', he had demonstrated his outstanding communication and leadership skills. I do recommend him and wish him all success personally and professionally."

- Cherian John; Head of Business Development at Continental Group International

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"Besides being professional in every aspect of financial planning, his significance is far deeper and touches the entire industry from the regulatory institutions, professional associations and advisory bodies to individual advisors-- a unique human being who is passionate and caring in every sphere of his life; it is a pleasure and indeed an honour to endorse this truly wonderful man who is an asset to our industry and country."

- Francis Raffner; Divisional Director:Franchise Sales at Liberty Life

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"Kobus Kleyn is the best financial adviser, he is passionate, knowledgeable and very professional in his approach. He however do not forget about the human factor when helping and suggesting solutions to financial matters."

- Maretha Delport; Owner at Cross Wellness Consulting

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"Kobus plays an active role in my financial life. His advise and guidance contributed significantly towards our current healthy financial position. His approach with regards to financial planning is sound, calculated and aligned to each of his client's means."

- Francois Jacobs; Senior Account Manager at Datacentrix

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"Having known Kobus for 10 years, I can recommend him with confidence. He gained my trust with his in depth knowledge, the time he spent on me and by never pressurizing me to buy any products. This might be expected, but becomes exceptional when this level of support continued even while I was relocating overseas and cancelling financial products."

- Hans Boer; Manager at EY

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"I have never had any doubt in the soundness of the financial advice Kobus has given me. I fully trust his advice and have reaped the benefits from his expertise. I can without a doubt recommend Kobus to anyone that needs to plan for the future and the unforeseen."

- Louis Kruger; Finance Manager - Compliance and Accounting at BJK Industries

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"We as a family has made use of Kobus for all our Financial decisions as well as Medical and Insurance decisions."

He is always happy to help and the advise he gives, is of such a nature that you always know where you're headed in the future.

It is with great peace of mind that I will recommend Kobus to assist with any Financial advise anyone may need."

- JP Fourie; Director at BUBESI Investments 46 PTY LTD

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"I just want to say that Kobus is the best and I trust him with all my finances."

- Caeiro Lynn; Accounts Clerk at Element Six

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"I have worked under Kobus' mentorship since 2007. He is absolutely committed to his chosen profession and the advancement thereof. Kobus has build his entire career on professionalism, honesty and integrity. It is a privilege to be associated with him."

- Henk Venter CFP®; Investment Specialist at Rezco Asset Management

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"I must say in the beginning I was sceptical of Kobus and thought that he was just another financial advisor, that will sell you some policies and after a year you don’t hear anything from them again, but after working with Kobus and his team for a couple of years I can say that this is not the case and I am delighted with service received thus far. It is really a pleasure working with someone you can call at any time and discuss any financial requirements you might have and that Kobus is truly interested in your specific requirements, needs, circumstances and preferences. He work with each individual on their own and you are not just a number.

Thank you."

- Jean Viljoen; Head of Services Middle East & Africa at Ascent Technology (Pty) Ltd.

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"In my dealings with Kobus he struck me as someone with a passion for serving the financial services industry. His contributions in the groups that we have served together demonstrated a deep appreciation for professionalism and a firm desire to serve his clients and the industry with integrity. His commitment to the professionalization of the financial services industry is matched only by a few. I enjoy his company and value his input"

- Anton Swanepoel; Independent Trainer and Consultant at CAPTAINS AND COACHES

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"Kobus is a born leader who leads by example whose standards are high but attainable. he is an experience to serve under. In spite of all this he remains a pleasant down to earth person. MAY THE LORD JESUS CHRIST BLESS HIM WITH MORE WISDOM , KNOWL;EDGE AND UNDERSTANDING AND DISCRETION TO GO FORWARD."

- Mokadi Matsimela; Insurance Salesman at Liberty Life

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"It was a pleasure having Kobus on my team this year. Kobus possesses all the qualities of a leader. He has a positive attitude and was extremely reliable in getting the job done. People follow him because they want to and not because they have to. This was demonstrated by the high number of recruits that were willing to serve under his leadership. Job well done Kobus!"

- Aurora Tancock; Certified Financial Planner