Luvhani Makoni, Standard Bank Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Adam Reeves, Absa
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
How and why a financial planner should use a DFM
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM
Investing offshore and how to structure financial plans to suit each...
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
investing offshore and how to structure financial plans to suit each clients needs and objectives.
Offshore Investment: Where, how and how much
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment.
Offshore Investing – Round Table Discussion
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
Offshore investing: where, how and how much?
In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
Retirement Planning – Round Table Discussion
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
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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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