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Blue Chip Issue 82

  • Text
  • Financial
  • Advisors
  • Investments
  • Equity
  • Wealth
  • Offshore
  • Asset
  • Portfolio
  • Investing
  • Global
  • Momentum
Welcome to our Investing Offshore Special Edition of Blue Chip. a quarterly journal for the financial planning industry and the official publication of the Financial Planning Institute of Southern Africa NPC (FPI). Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.

Welcome to our Investing

Welcome to our Investing Offshore Special Edition of Blue Chip. As Warren Ingram points out in his article, A methodology for allocating money offshore (page 20), when politics or economic events unsettle us, there is an immediate increase in demand for offshore investments. Ingram goes on to say that psychologists tell us that we need a structured framework for our decisions if we want to be rational in difficult times. It is difficult to be completely calm and rational when the world seems to be falling apart. In International Investments (page 22), Reza Khan suggests that consistent long-term exposure to the broad equity market has been a winning strategy. It incorporates the collective insights of all market participants and has rewarded investors with real returns that have been hard to beat. It has overcome wars, pandemics, inflation and financial crises. Khan says that it’s been a powerful force that investors have relied upon for more than a century. One of Ingram’s strategies is to have an agreed offshore allocation for an investor based on their circumstances and objectives. Rob Macdonald tells us in his column (page 17) that Carl Jung's most telling observation about personality types was, “Every individual is an exception to the rule.” Macdonald astutely says that herein lies the real lesson for financial planners: every individual is an exception to the rule. And on page 66, Hannes Viljoen agrees. He says that every person is unique. Each person has a unique situation that they are currently in that includes a unique background, and a unique attitude towards money, finance, saving and spending. There is no such thing as the average person. Viljoen says that financial planners need to treat every client as the unique individual that they are. Design a unique strategy for them and through the process build trust, which is the foundation of every great relationship. Enjoy this jam-packed issue of Blue Chip. Alexis Knipe, Editor EDITOR’S NOTE EACH TO THEIR OWN Blue Chip Journal – The official publication of FPI Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. A total of 10 000 copies of the publication are distributed directly to every CERTIFIED FINANCIAL PLANNER® (CFP®) in the country, while the Blue Chip Digital e-newsletter reaches the full FPI membership base. FPI members are able to earn one non-verifiable Continuous Professional Development (CPD) hour per edition of the print journal (four per year) under the category of Professional Reading. Special advertising packages in Blue Chip are available to FPI Corporate Partners, FPI Recognised Education Providers and FPI Approved Professional Practices. blue-chip-journal ISSUE 82 | JAN/FEB/MAR 2022 Publisher: Chris Whales Editor: Alexis Knipe Online editor: Christoff Scholtz Designer: Tyra Martin Production: Aneeqah Solomon Ad sales: Sam Oliver Gavin van der Merwe Jeremy Petersen Bayanda Sikiti Venesia Fowler Vanessa Wallace Managing director: Clive During Administration & accounts: Charlene Steynberg Kathy Wootton Distribution and circulation manager: Edward MacDonald Printing: FA Print PUBLISHED BY Global Africa Network Media (Pty) Ltd Company Registration No: 2004/004982/07 Directors: Clive During, Chris Whales Physical address: 28 Main Road, Rondebosch 7700 Postal address: PO Box 292, Newlands 7701 www.bluechipdigital.co.za Tel: +27 21 657 6200 Email: info@gan.co.za Website: www.gan.co.za No portion of this book may be reproduced without written consent of the copyright owner. The opinions expressed are not necessarily those of Blue Chip, nor the publisher, none of whom accept liability of any nature arising out of, or in connection with, the contents of this book. The publishers would like to express thanks to those who support this publication by their submission of articles and with their advertising. All rights reserved.

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