Jean-Pierre Roux

CFP®, MBA
Co-Founder, CEO

Get To Know Me

I have been a professional in the South African financial services industry since 2007, serving on the boards of multiple businesses before founding Firebird Financial Services in 2017. With nearly two decades of experience, I have built a reputation for leadership, integrity, and a deep commitment to developing people and creating sustainable businesses.

I am driven by a passion for the real impact that financial planning can have on the health and well-being of South Africans. My goal in growing Firebird is to elevate the standard of advice, empower financial professionals, and help individuals and families build secure, meaningful financial futures.

Known for my entrepreneurial mindset and people-first leadership style, I believe that true success is measured not only by business growth but by the lives uplifted along the way. My journey reflects my dedication to honorable entrepreneurship – combining ambition with service, and strategy with heart.

How I Help My Clients

  • Business consulting

Areas of Expertise

  • Long-term wealth creation and preservation
  • Investment strategy and retirement structures
  • Aligning financial decisions to life goals
  • Business development and management

Qualifications

  • Master of Business Administration (MBA) Cum Laude – University of Stellenbosch (2023)
  • Certified Financial Planner® (CFP®) – Financial Planning Institute (2018)
  • Postgraduate Diploma in Financial Planning – University of Stellenbosch (2017)
  • Authorised and registered within the South African financial regulatory framework

Awards & Recognitions

  • Multiple internal and industry recognitions through business and adviser performance

Things I Like To Do

I am deeply passionate about financial planning and the positive impact it can have on people’s lives, which drives me to continually improve my skills and knowledge in the field. I am equally committed to leadership development, both in myself and in the financial professionals I mentor, as I believe strong leaders create meaningful and lasting change. Personal mastery and continuous growth are central to how I live and work, and I enjoy exploring strategies that enhance productivity, resilience, and self-awareness. Outside of work, I am an avid supporter of entrepreneurship and enjoy engaging with initiatives that help start-ups and small businesses thrive. I am also committed to community upliftment and giving back, whether through mentoring, volunteering, or supporting programs that create opportunities for others to succeed.

Our Campaigns

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Insights and Education

Stay informed with articles, guides, and perspectives from the Firebird team

What happens to your business if a co-owner suddenly exits? Many South African business owners leave succession planning for “later”—but unexpected events don’t wait. While a buy and sell agreement protects ownership continuity, it is completely ineffective without the funding to back it up. Discover why buy and sell agreement insurance matters sooner than you think, how it provides vital liquidity during a crisis, and how to protect your business from sudden financial and operational disruption.

Growth and revenue are top priorities for any business, but protecting against sudden leadership gaps is just as vital. The loss of an essential employee can severely disrupt daily operations and stakeholder confidence. Read our latest post to find out how Key Person Insurance secures financial stability, funds recruitment costs, and seamlessly integrates with your succession planning to safeguard your business’s future.

A life cover calculator is a great first step, but your financial life is too complex to be reduced to a single number. From rising inflation to hidden gaps like income protection, automated tools often leave out the details that matter most. Read our latest post to explore the limitations of online calculators and learn how a holistic approach to financial planning ensures true peace of mind.

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