Home ebook editions Oct/Nov/Dec 2022

Oct/Nov/Dec 2022

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Building wealth through consistency

Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset.

Differential Capital

AI-led investing. Conviction-driven outcomes. From inception the firm has embedded artificial intelligence at the core of its investment process – combining machine learning, data...

COFI is not the disruptor. It’s the accelerator

The advice industry in South Africa has never stood still. Over the past two decades, we have seen steady progression in professionalism, compliance standards and client outcomes. COFI does not change that trajectory. It accelerates it.

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.
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