11 months ago

Blue Chip Issue 85

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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:


CONTENTS OCT/NOV/DEC 2022 ISSUE 85 76 THE DIVORCE ACT What the recent judgement means for you. By Bianca Maritz, Wills and Estates Sentinel International Advisory Services 78 NAVIGATE YOUR CLIENT’S COMPLEX WEALTH SOLUTIONS By Andrew Ratcliffe, CFP®, Director, Private Client Holdings 80 HOW TO BUILD A TECHNOLOGY-ENABLED PRACTICE Jen McKay tells us its by design 82 2C OR NOT 2C The University of Free State explains when to apply Section 2C of the Wills Act 7 of 1953 86 THE IMPORTANCE OF NOMINATING BENEFICIARIES By Adv. Beverly Jubane, Specialist Customer Service, Liberty Consultants and Actuaries 88 SHIFTING THE WAY PEOPLE THINK, FEEL AND BEHAVE WITH MONEY By Jean Archery Warren Ingram, CFP®, Co-founder, Galileo Capital Peter Foster, Chief Investment Officer, Fundhouse Jean-Pierre Matthews, Head of Product, Matrix Fund Managers Jen McKay, Director, Linktank

We look forward to seeing you at the 2023 Financial Planning Institute of Southern Africa, Professional's Convention.

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