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Financial Planning Institute (FPI)

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The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certifications and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).
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Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.

The pros and cons of using a hedge fund

Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa.
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