16 May 2023
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.

Featured

Hedge Fund Managers

Matrix Fund Managers

Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion...

Investment

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....

Retirement

Enhancing post-retirement income with discretionary solutions

When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position....


Thought Leaders

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....

Brittle financial health: the male crisis hiding in plain sight

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....

Blending families, balancing futures

The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth....

A conversation for perspective: the first step in influencing client decisions

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....

Events

The financial planning views of the youth

 

Brittle financial health: the male crisis hiding in plain sight

 

Blending families, balancing futures

 

A conversation for perspective: the first step in influencing client decisions

 

The spirit of growth, generosity and renewal

 

For the people

 

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

 

Capital Protector: A practical approach to retirement certainty

 

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