Blue Chip Journal, Issue 77

ONTENTS ISSUE

ONTENTS ISSUE 77 OCTOBER 2020 04 06 08 12 14 16 18 20 22 23 24 26 31 WHAT’S HAPPENING AT THE FPI? Message from the CEO EDITOR’S NOTE By Alexis Knipe ON THE MONEY Milestones, news and snippets MONEY TABOO The University of the Free State introduces its innovative financial coaching programme ASSET MANAGER HEADWINDS For a well-established industry, there is a surprising amount of ongoing changes taking place NAVIGATING SUCCESS Blue Chip sits down with Zisanda Gila, Lead Portfolio Manager, Momentum Investments CAN SOUTH AFRICANS REBUILD THEIR WEALTH AFTER LOCKDOWN? Andrew Ratcliffe, Private Client Wealth, on how to manage your finances in the mass economic devastation that the coronavirus has left in its wake RETIREMENT PLANNING IN THE TIME OF COVID Nedgroup advises on how to navigate a smoother retirement LEADING BY ACTION Blue Chip catches up with Kondi Nkosi, Schroders, Country Head, South Africa, to find out what is happening in the offshore investments sphere HOW TO NAVIGATE VOLATILE MARKETS Column by Florbela Yates, Head of Momentum Investment Consulting WHY SOUTH AFRICA IS AN ATTRACTIVE DESTINATION FOR INVESTORS Petroleum Agency SA invites the world to discover our nation’s riches BOUTIQUES ARE BETTER – RIGHT? The great boutique debate IDENTIFYING, PARTNERING AND GROWING Zama Zulu, Portfolio Executive at RMI IM, tells Blue Chip about her role in mentoring South Africa’s top investment talent 32 34 36 38 40 42 44 46 48 50 52 54 56 TUNING IN TO THE BEAT OF HER INNER DRUM Alida de Swardt, CEO of RMI IM, inspires leaders to use their skills combined with positive energy and a growth mindset to successfully achieve goals ARE YOU WORKING IN THE MESSY MIDDLE? The balance between financial security and living well MANAGING HUMANS NOT ASSETS An overview of the Humans Under Management South Africa 2020 virtual conference WOMEN IN FINANCE The power of women coming together WOMEN AS FINANCIAL PLANNING CLIENTS Creating value for the female market WEATHERING THE STORM OF COVID-19 Financial planning coach Louis van der Merwe speaks about benefitting from the shock THE VERY FIRST FINANCIAL PLANNER OF THE YEAR Debbie Netto-Jonker, CFP®, Financial Planner of the Year 2001, recalls what winning the award meant to her 10 REASONS Why you should not miss the 2020 FPI Professionals Convention FIVE “AHA MOMENTS” TO LOOK FORWARD TO AT THE 2020 FPI PROFESSIONALS CONVENTION The first-ever 100% digital FPI Professionals Convention THE POWER OF SUPERIORITY Michelle Hoskin inspires all to make excellence your standard BE THE EXAMPLE Kate Holmes on bringing your absolute best self to your clients BUILDING A FINANCIAL PLANNING BUSINESS Kim Potgieter reveals the value of a life-centred approach in financial planning WHY CHINA? WHY NOW? Satrix deliberates if now is the time to be investing in China 2 www.bluechipdigital.co.za

100 % SAVINGS 0% TAX WOULDN’T YOU RATHER PAY 0% TAX? OPEN A TAX-FREE INVESTMENT Are you taking advantage of your tax-saving opportunities? With tax-free investments, you pay no dividends tax, income tax or capital gains tax on your investments. With the expertise of SA’s top Fund Managers, you can maximise your tax-free investments to fund that special goal you have in mind, or boost your retirement savings. You can contribute up to R33 000 per year, with a lifetime limit of R500 000. Contact our client services team on 0860 123 263 or clientservices@nedgroupinvestments.co.za or talk to your financial planner. www.nedgroupinvestments.com UNIT TRUSTS | INTERNATIONAL | RETIREMENT FUNDS Nedgroup Collective Investments (RF) Proprietary Limited is the company that is authorised in terms of the Collective Investment Schemes Control Act to administer the Nedgroup Investments unit trust portfolios. Unit trusts are generally medium to long term investments. The value of your investment may go down as well as up. Past performance is not necessarily a guide to future performance. Nedgroup Investments does not guarantee the performance of your investment and even if forecasts about the expected future performance are included you will carry the investment and market risk, which includes the possibility of losing capital. Unit trusts are traded at ruling prices and can engage in borrowing and scrip lending. Certain unit trust funds may be subject to currency fluctuations due to its international exposure. Nedgroup Investments has the right to close unit trust funds to new investors in order to manage it more efficiently. A schedule of fees and charges and details of our awards are available on request from Nedgroup Investments.