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Johan Roux, CFP®, Financial Planner

“Financial planning is a passion, I like to help people with honesty and openness. Trust is very important for me. I like to engage people with the vision to have a long-term relationship, and to give them assistance in achieving their goals, to get where they want to be in the future. Having started out in the compliance space, and then moved into investments, my background is a bit different from most financial planners. On my career journey, I realised that I am not a natural sales person. However, I really embrace the philosophy of finding a solution using whichever tools we can. The aim is to assist people, to help them, to encourage them, so that they don’t feel alone in the process of achieving their objectives. Once that is done, it’s easy to recommend a product that will realise those objectives.”


Inspirer – Helper
Johan entered the Financial industry in 2004 and gained experience through networking with key clients. He is enthusiastic in helping people make the best of themselves and his proficient in making lots of contacts. Johan has a sense of adventure and likes to keep his spirits and expectations high. By doing the unexpected or the unusual, stimulates him. Observation and willingness to learn from others gives Johan the edge over his peers and through this he developed the following skills:

  • Investment specialist
  • Financial strategist
  • Financial planner
  • Practice Manager
  • Trusted Partner

Johan is an accomplished public speaker on industry platforms. His ability to translate information to clients makes him unique. Incorporation of tax and legal issues when dealing with financial planning makes him well trusted and highly recommended by clients.


  • Certified Financial Planner® professional
  • Postgraduate Diploma in Financial Planning
  • Bachelor of Commerce and Certificate in Practice Management (AUS)


He is married to Anja and has two children. His sporting interest is running, mountain biking, shooting and hiking.