Brought to you by FPI
30 April 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.

Featured

Featured

How will COFI impact FSP representatives?

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Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor....

Featured

There is always the next big thing

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Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors....

Featured

Money issues in divorce

Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime....

Featured

Do you want to take advantage of the highest first-world interest rates in decades?

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To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling....

Thought Leaders

Terence Tobin FAMILY FOCUSED CERTIFIED FINANCIAL PLANNER® AND RICH IDEAS GROUP FOUNDER

Terence Tobin, CFP®| Financial Planner Profile

Blue Chip speaks to Terence Tobin, CFP®, Director at Rich Ideas Group, about his journey as a Certified Financial Planner®....
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Financial advice – the career of choice for young professionals and the SA economy

Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers....
Gareth Collier, CFP®, Director at Crue Invest

Gareth Collier, CFP®| Financial Planner Profile

Blue Chip speaks to Gareth Collier, CFP®, Director at Crue Invest, about his journey as a Certified Financial Planner®. ...
Hymne Landman, CEO: Momentum Wealth

Clients can invest up to 100% of their investment assets offshore, but should they?

While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth....


More Features

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Five ways a financial adviser can help you on your journey to success this savings month 

As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice....
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Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age. ...
source: Canva premium photos. two clients and their IFA

Here’s why business owners should work with independent financial advisers

Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’....
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Removing the jargon from your investment goals

Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments....

Round Table Series

Round Table Series

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....

Round Table Series

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...

Events

2024 FPI Professional’s Convention: Cultivate Growth, Harvesting Excellence

 

The International Investing Symposium

 

Investment Think Tank 2024: Fractured or Forged

 

HUM South Africa 2024: Show 14

 

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