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30 April 2023
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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.
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The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg....
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Corion Capital is a pioneer of the South African hedge fund industry whose funds have been able to comfortably outperform their benchmarks since inception and with lower volatility. Blue Chip speaks to Garreth Montano, CEO, Corion Capital....
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Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®....
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In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience....
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks....
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Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings....
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The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains....
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Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover....
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Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind. By Tishalan Pillay, Director of Sales and Marketing, ASI....
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Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage. ...
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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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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...
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