Fedhealth’s innovative new option regarding medical aid savings
November 6, 2020
Deon Lategan, Fedhealth Fund Manager, talks to us about their innovative new option regarding medical aid savings and assisting clients who want to manage their contributions personally. If you would prefer to read this interview, we have provided…
The value of Sustainable Investment for a greater society
October 21, 2020
Nersan Naidoo, CEO, Sanlam Investments takes us through the value of Sustainable Investing for a greater society and how we can achieve sustainable investment goals. Listen to what Nersan had to below:
NAKED pays out R250 000 in cash to six SA non-profits
October 21, 2020
AI-driven car, home and contents insurance provider, Naked, has announced that it has paid around R250,000 in cash to six South African non-profit organisations (NPOs) under the Naked Difference programme. Sumarie Greybe, co-founder of Naked, speaks…
Financial advice during lockdown and the future
October 20, 2020
Schalk Malan, CEO of BrightRock shares with us, BrightRock’s experience during the new business space created by the COVID-19 pandemic lockdown and their future outlook. Listen to what Schalk had to say below:
Professionalism in the Financial Planning Industry and the role of formal qualifications
October 20, 2020
Jackie Palframan, CFP, Senior Lecturer Business Management at Nelson Mandela University chats to us about Professionalism in the Financial Planning Industry and the role of formal qualifications. Nelson Mandela University will be one of the exhibitors at…
The exciting world of financial advisor technology
October 20, 2020
Robyn Clay, Chief Relationship Officer at Linktank discusses the exciting world of financial advisor technology and how to make the shift for a practice. Robyn will be one of the speakers at this years FPI virtual convention…
Almo Lubowski gives us a heads up on his upcoming Talk at the FPI Virtual Convention 2020
October 19, 2020
Almo Lubowski, well known financial planner, financial advice “activist” and advisor coach gives us a heads up on his upcoming FPI Virtual Convention talk. One of the focusses of his talk will be his personal journey in…
Warren Ingram gives a heads up on his upcoming presentation at the FPI Virtual Convention
October 19, 2020
Warren Ingram, Executive Director at Galileo Capital and financial professional, gives a heads up on his upcoming presentation at the FPI Virtual Convention which will be about how your practice can benefit from Diversity and Inclusion. This years…
