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Investing offshore and how to structure financial plans to suit each clients needs and objective

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.

Retirement Planning – Round Table Discussion

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

Three ways in which the energy industry must change and what this could mean for investors

solar panels and wind turbines
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
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meet our thought leaders

Warren Ingram
Warren Ingram, CFP® is the co-founder of Galileo Capital and author of Global Investing Made Easy.
Dr Rika van Zyl
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insights and analysis

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

The two-pot (three-component) system

Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients.
Profile photo of Lelani

Why you can trust your financial advisor

Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO.
women investors

Are women really better investors?

Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.

in the spotlight

Rudolph Geldenhuys, CERTIFIED FINANCIAL PLANNER® Professional, WealthUp
ERUDITION AND EDIFICATIONRudolph Geldenhuys graduated with a Bachelor of Commerce (focus: financial planning) from the University of Stellenbosch in 2012. He completed his postgraduate diploma in financial planning from the Stellenbosch University Business School in 2014. He became a CERTIFIED FINANCIAL PLANNER® professional in 2016. In 2018, Geldenhuys was one of the top students in his specialised postgraduate diploma...
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features

Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year Nxele is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
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