19 May 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.



Life after work

retirement stock image. Source: Canva
Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement....


AI: an approach that will power change in almost every industry

Chris Willis, Research Analyst, Melville Douglas
There is no doubt what the most popular investing theme of the day is. Artificial intelligence (AI) has been more than a buzzword for several years but confined to AI researchers it felt far away for most of us. That all changed in 2023....


Youth Month 2024: How society can work to ensure a hopeful future for our youth

Youth day stock image from Canva
In 10 to 15 years teenagers and professionals under the age of 35 will be the driving force of South Africa’s economy. Youth are the future entrepreneurs, public sector leaders, NGO heads and C-suite executives of the country. ...


Collaboration and co-creating sustainable solutions

The Graaff-Reinet Cokeville megaproject will supply between 27-million and 30-million litres of water every month.
Coca-Cola Beverages South Africa believes in collaboration to ensure water sustainability....

Thought Leaders

Nonhlanhla Nxele, CFP®, Founder and CEO, Esteemed Financial Solutions

Making a positive impact

Blue Chip speaks to Nonhlanhla Nxele, CFP®, founder and CEO of Esteemed Financial Solutions, who has participated in a business development and growth support programme run by the Association for Savings and Investment South Africa (ASISA)....
Jaco Gouws, Head of Proposition and Business Development, Private Clients by Old Mutual Wealth

The pinnacle of wealth curatorship

True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws....

More Features

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

Cryptocurrency’s evolution

The cryptocurrency market’s journey underscores its transition from a speculative novelty to a complex financial ecosystem, writes Kobus Kleyn of Kainos Wealth....
Darren Burns, Head: Business Development, Graviton

It is the team that wins the tournament

According to Darren Burns from Graviton, if a financial advisor isn’t acting as a financial coach for their clients, what other role do they play?...
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth....

Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion....


Investment Think Tank 2024: Fractured or Forged


HUM South Africa 2024: Show 14


Meet the Managers 2024


2024 FPI Professional’s Convention




Featured podcast


Protected: Investing Offshore – Round Table Discussion

Round Table: Investing Offshore
There is no excerpt because this is a protected post....

Round Table Series

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....


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

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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