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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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Kegan Peffer, CEO of Adoozy Power, is upbeat about the market for mobile power banks because of Africa’s adoption of smartphones, which is boosted by the continent’s young population and competitive pricing. However, with electricity provision still lagging behind, power banks become even more important....
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Sonja Steyn, CFP®, Strategic Head of Wealth Management, Financial Planning, and Advice at Momentum Group, envisions the future of financial advice as being driven by behavioral insights and personalized guidance.....
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September marked the introduction of the two-pot system of access to retirement savings for South Africans. Capital Legacy National Manager of Succession Planning and High Advice, Ken Newport, explains how Two Pot will – and won’t – impact your legacy. ...
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The ETF boom in South Africa is multi-faceted, driven by cost efficiency, performance and accessibility. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies....
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The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award....
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Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO....
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Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector....
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Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce....
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The allocation of global market equities is forever in motion and the structural shifts between markets are significant in generating investment returns. What drives these shifts and how can we better understand them, asks Peter Foster, Chief Investment Officer, Fundhouse....
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Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives....
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According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options....
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Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients....
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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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