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

Financial Planning

Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....

Financial Planning

Advancing professionalism in the industry

Consolidated Wealth Group provides exceptional financial planning advice, a standard that has been built through years of dedicated excellence. The group was the first wealth management firm to earn FPI Approved Professional Practice status. Blue Chip speaks to CEO, Craig Kiggen....

DFM

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important....


Thought Leaders

Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

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....

Events

Let the main thing remain the main thing

 

How to stretch retirement savings without chasing unrealistic returns

 

Africa’s trillion-dollar decade: don’t miss the boat

 

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

 

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