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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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Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion...
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Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....
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When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position....
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Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles....
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Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....
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Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State....
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The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth....
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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel....
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ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix....
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The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary....
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Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State....
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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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