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Blue Chip Issue 84

  • Text
  • Financial planners
  • Fpi
  • Equilibrium
  • Planning
  • Coaching
  • Investment
  • Financial
  • Financial planning
  • Wealth
  • African
  • Advisor
  • Investments
  • Asset
  • Income
  • Funds
  • Advisors
  • Portfolio
  • Retirement
Blue Chip Journal 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. Visit Blue Chip Digital: https://bluechipdigital.co.za/

CONTENTS AUG/SEPT/OCT

CONTENTS AUG/SEPT/OCT 2022 ISSUE 84 47 SA INVESTORS GOING GLOBAL Sentio Capital attests that the devil is in the detail 48 THE RISE OF FAMILY OFFICES IN SOUTH AFRICA The future of wealth management by Private Client Wealth 50 TIME FOR SA CONSUMERS TO TIGHTEN BELTS AND AVOID DEBT The short-term discomfort should pay off in the long term, says NMG Benefits 52 TRADERS WITH A SUNNY DISPOSITION MAY CAST A SHADOW ON INVESTMENT ADVICE By Paul Nixon from Momentum Investments 54 56 58 WHERE DO WE STAND NOW? Asks Hannes Viljoen, Kudala Wealth THE POWER OF OIL AND GAS By Petroleum Agency South Africa HOLISTIC SERVICE: TECHNOLOGY AS AN ENABLER, CULTURE AS THE CORE INN8 Investment Platform’s Georgina Smith on customer service technology 60 CUSTOMER-CENTRIC SOFTWARE TO GROW YOUR FINANCIAL BUSINESS By Iress 62 IS CRYPTO YOUR KRYPTONITE? An introduction to the cryptocurrency and blockchain technology 66 GROWTH OF BLOCKCHAIN TECHNOLOGY CATAPULTS DIGITAL ASSETS INTO THE MAINSTREAM As well as the Krugerrands 68 PLANNING FOR A LIFE TO 100 AND BEYOND Wynand Gouws discusses life expectancy 70 RETIREMENT INCOME REIMAGINED Momentum Investments introduces its lifelong income stream solution 74 UNPACKING GOVERNMENT’S PROPOSAL OF A TWO-POT RETIREMENT SAVING SYSTEM By Alisha Corbett, Liberty Corporate 76 FOR BETTER CLIENT OUTCOMES, FOCUS ON THE INVESTOR NOT THE INVESTMENTS Sage advice from Rob Macdonald, Fundhouse 78 THE RDR JOURNEY Carolyn Erasmus and Peter Mann, Bravura Solutions, advise on the transition to RDR in South Africa 82 SUCCESSION PLANS REALLY MATTER The final part of this series on succession plans looks at retirement planning 84 UNLEASHING THE FINANCIAL POTENTIAL OF TIME SAVED By Seed Analytics 86 THE BALANCING ACT Kim Potgieter and how to guide clients through life changes 88 HELPING CLIENTS TO RISE ABOVE THE CLOUDS Andy Hart, HUM, tells us that financial storms are never far away 90 FINANCIAL PLANNING: PROFESSION OR VOCATION? By Dirk Groenewald, Client Care 92 THE SMART SOLUTION FOR FINANCIAL ADVISORS BY FINANCIAL ADVISORS By Easiworx 94 THE FPI VALUE PROPOSITION FOR FINANCIAL ADVISORS FPI professional membership benefits 8 www.bluechipdigital.co.za

49271 Live for a living. Thanks for helping your clients live their best life. For over 29 years of investing through many unnerving market events, we’ve grown your clients’ savings into real long-term wealth. Thanks to your trust, it didn’t require us to sit on the sidelines during crisis times, but enabled us to lean into them to take advantage of the opportunities on offer. Good things come to those who don’t wait to invest with us. Coronation is an authorised financial services provider.

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