Issue 81 • Oct/Nov/Dec 2021 www.bluechipdigital.co.za The Official Publication of the FPI AND THEN THERE WERE THREE Meet the Financial Planner of the Year finalists SERVING THE FPI’S VISION Lelané Bezuidenhout, FPI CEO THE FPI: CELEBRATING 40 YEARS OF FINANCIAL PLANNING EXCELLENCE SPECIAL FPI 40TH ANNIVERSARY EDITION BROUGHT TO YOU BY
CAPEX Why capex is key to solving t
OFFSHORE Talking Global Equity Blue
OFFSHORE Performance of growth vs v
OFFSHORE Your clients’ wealth des
OFFSHORE Global multi-asset funds:
Franklin Templeton is now MORE INVE
RESPONSIBLE INVESTING counters is n
RESPONSIBLE INVESTMENT Clients need
Investment Management by Design Por
UMBRELLA FUNDS second are members w
Hollard Life Solutions has just lau
RETIREMENT And while the challenges
OIL & GAS assist the Agency in expe
we do the same thing for investing.
TAKING THE NEW ROAD FUNDS OF FUNDS
COACHING We all face the continual
COACHING with clients are key. Quit
FINTECH unfortunately, there is a g
RISK TOLERANCE You would expect the
COACHING As the guardians of our cl
GOOD READ But the king of the castl
FINANCIAL WELLBEING impacted if you
FEE MODELS We generally work with p
RETIREMENT As the Discovery model f
FOREX FINTECHCONTROL Tech revolutio
FINTECH The future of client engage
We specialise in customised data so
EDUCATION Consumer education: our c
Why the multi-management model work
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