Blue Chip Issue 86

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/

SHOW YOUR MONEY THE

SHOW YOUR MONEY THE WORLD Invest in global markets and benefit from the lowest exchange rate available. Scan here for more https://www.discovery.co.za/investments/offshore-investing This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, an authorised financial service provider and registered credit provider, NCA Reg No NCRCP3555. Product rules, terms and conditions apply. This document does not include the full details of how our investment plans work. The information in this document must be read with the relevant fact files. RCK_92835DI_12/12/2022_V6

Page 1: BLUE CHIP 0.5 CONTINUOUS PROFESSION
Page 5 and 6: INVESTMENT | Offshore Glacier Inter
Page 7 and 8: SCAN TO CHAT
Page 10 and 11: BLUE CHIP FPI UPDATES | CEO message
Page 12 and 13: BLUE CHIP BLUE CHIP On the money Ma
Page 14 and 15: BLUE CHIP On the money Making waves
Page 16 and 17: BLUE CHIP On the money Making waves
Page 18 and 19: BLUE CHIP COLUMN Beware the Twit Gi
Page 20 and 21: BLUE CHIP COLUMN A NOBLE PROFESSION
Page 22 and 23: BLUE CHIP FPI | Financial Planner o
Page 24 and 25: BLUE CHIP FPI | Financial Planner o
Page 28 and 29: BLUE CHIP INVESTMENT | DFM A focus
Page 30 and 31: BLUE CHIP INVESTMENT | DFM Do we un
Page 32 and 33: BLUE CHIP FINANCIAL PLANNING | Tax
Page 34 and 35: BLUE CHIP INVESTMENT | Cryptocurren
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PRACTICE MANAGEMENT | Technology BL
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CLIENT ENGAGEMENT | Behavioural fin
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The six personality archetypes and
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PRACTICE MANAGEMENT | Technology BL
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FINANCIAL PLANNING | Education BLUE
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CLIENT ENGAGEMENT | Communication B
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CLIENT ENGAGEMENT | Financial liter
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CLIENT ENGAGEMENT | Customer care B
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PRACTICE MANAGEMENT | Profile BLUE
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BLUE CHIP FINANCIAL PLANNING | Esta
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The value of a professional designa
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THEIR TIME IS NOW The FPI Financial
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Lelané Bezuidenhout, CFP®, and To

Blue Chip Issue 86

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