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Blue Chip Journal Issue 76

Blue Chip 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.

Blue Chip 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.

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FINANCIAL PLANNING<br />

What inspired you to leave the corporate world to start your<br />

own business?<br />

Forty years ago, I started my career in financial planning and realised that<br />

the idea of starting my own business would be a captivating concept<br />

and would leave a legacy for my family. That’s when I decided it was time<br />

for me to leave the corporate world and pursue my passion, by offering<br />

support to the financial industry. The journey of building my own business<br />

four years later has left me with no regrets in leaving the comfort of the<br />

corporate world.<br />

My sincere appreciation and gratitude to my husband Ravi, and<br />

children Surushka, Tisha and Keagan, for my inspiration to allow me to<br />

follow my dreams and who had believed in me; the mere fact that I have<br />

been able to turn my passion into a successful career is greatly down<br />

to their continuous encouragement. I get to decide the measures of my<br />

success. Whatever limits that exist is my creation.<br />

What is unique about your business and the service you offer?<br />

STK Advisory Connect came together to build an innovative wealth<br />

management company to offer a distinctive business, one built on values<br />

and understanding a code of ethics with a focus on people’s needs,<br />

innovation and creating meaningful impact.<br />

Our belief is that if you get the culture right most of the other aspects<br />

such as superior customer service or building a long-term brand or<br />

empowering passionate employees and clients will form on its own.<br />

We drive efficiencies, manage risk and compliance and achieve client<br />

outcomes to enable profitability and reduce costs.<br />

Our mission is to employ graduates who intend to enter the financial<br />

services industry or are considering it as a career, so that they can become<br />

accustomed to this environment. This forms a platform to apply and<br />

extend their knowledge base from tertiary level to that of the real world.<br />

Our vision is sustainable financial strength for all South Africans<br />

because in this industry we choose to stand up rather than stand by;<br />

deep roots, strong mindset, clear vision and empowering positive growth.<br />

INNOVATIVE<br />

WEALTH MANAGEMENT<br />

Our mission is to employ<br />

graduates who intend<br />

to enter the financial<br />

services industry or are<br />

considering it as a<br />

career, so that they can<br />

become accustomed<br />

to this environment.<br />

SUSTAINABLE FINANCIAL STRENGTH<br />

<strong>Blue</strong> <strong>Chip</strong> interviews Nevathee Moodley,<br />

Director of STK Advisory Connect, a femaleand<br />

black-owned business that provides a<br />

support service to financial planning businesses<br />

primarily around the use of technology

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