And then there were three
The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.
Cultivating growth, harvesting excellence
Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
The cost of carbon: an investor’s perspective
Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Life after cash
Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
There is always the next big thing
Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.
Do you want to take advantage of the highest first-world interest...
To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
The two-pot retirement system: looking beyond 1 September 2024
The two-pot system represents a pivotal change in how South Africans save for retirement. By encouraging preservation and providing early access to a portion of savings, the reform balances immediate financial needs with long-term retirement security.
Five ways a financial adviser can help you on your journey...
As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
Are you covered for a rising age and declining health?
Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
Here’s why business owners should work with independent financial advisers
Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
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Why medical aid alone is not enough
Brokers help clients strike a balance between comprehensive cover and financial sustainability. Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
Anchored in advice
Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
Will African mergers and acquisitions be affected by more regulation?
New regional and continental competition regulators have been established. Is this good for M&A or a cause for concern, ask Daryl Dingley, Partner, Gina Lodolo, Associate, and Elisha Bhugwandeen,
Knowledge Lawyer at Webber Wentzel?
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