David Kop
David Kop CFP®, an advocate for the financial planning profession, is Executive Director: Relevance at the Financial Planning Institute of Southern Africa. David is passionate about financial planning getting professional status. He holds a BCom in Financial Management and a Postgraduate Diploma in Financial Planning Law, Financial planning and services. More insights from the Financial Planning Institute here.
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Matrix Fund Managers
Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion
Building value in a shifting landscape
Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.
The financial planning views of the youth
Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium.
Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
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