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The Crème de la Crème – meet the three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet the three finalists.
Reimagining retirement
Historically, clients had to choose between the certainty of a life annuity and the flexibility of a living annuity. Now they can get the...
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news in the new issue of Blue Chip.
Choosing the right hedge fund
Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund.
Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.
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