Aug/Sept/Oct 2024

Financial planner with client consolidating investments

The greatest gift of consolidated investments is peace of mind

Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
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Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.

Strong partnerships create value

Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
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