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Round Table Series

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.
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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.
Blue Chip Digital Round Table series: Offshore Investing, getting it right

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.
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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: guiding clients to financial independence oun d Table discussion holding slide

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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Former chairperson of the Board for the FPI, Kirsty Scully, CFP®, who has been re-elected to be the 2026 chairperson of the Financial Planning Standards Board Council, shares her international perspective on the profession.
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