Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover.
Building emotional resilience in challenging times
Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
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Africa’s trillion-dollar decade: don’t miss the boat
Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management.
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.
FPI unveils Vision 2030 and strategic direction for the financial planning profession
FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning.
How to build a successful investment practice
With more than 30 years’ experience in the investment industry, Kritz Koetzee, Head of Business Development – South, Glacier by Sanlam, has some insights to share when it comes to building a successful investment practice.
Matrix Fund Managers
Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion
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