Blue Chip Issue 85

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BLUE CHIP FINANCIAL PLANNER OF THE YEAR help the consumer-at-large understand the difference in professionalism and quality that is available to them in the advice space. I also think that the role of a financial planner is extremely diverse, and it is important that this gets more defined for both financial planners and clients. Financial planners and clients need to know where to draw the line from an advice perspective. What are your long-term objectives – including those on diversity and inclusion? My long-term objectives are to continue building a financial planning practice that always puts the client first. To do this, I am driven to build an inclusive and diverse team of passionate colleagues who learn that the role we hold in someone’s life is so valuable and important. I believe that I need to set our business clear and achievable diversity and inclusive goals from a staff, provider and client perspective, if we want to see this business grow and flourish in the long term. Upskilling, mentoring and sponsoring will always be a cornerstone of how we manage all staff that join my business. I am driven to build an inclusive and diverse team of passionate colleagues who learn that the role we hold in someone’s life is so valuable and important. HENDRIK SPIES, CFP® Chartered Accountant (SA), Principal of Spies & Associates, Old Mutual PFA How has the process of applying for the Financial Planner of the Year Award benefitted your business? Have you made any significant changes to your business during the application process? Applying for the award has given me an opportunity to step back and reflect on how far I have come as a CFP® professional. At the same time, it has also given me an opportunity to envision an even brighter future for my practice. The application process has once again made me appreciate the importance of the CFP® professional credentials. It has also inspired my three partners to enrol for the qualification next year. Do you believe that the FPI can improve the selection process in any way? I believe that all CFP® professionals should automatically be included in the selection process. I am convinced that there are many more amazing CFP® professionals out there with strong practices from whom we can learn a great deal. If the FPI can visit some of these practices in person and spend time with them, I believe it would further enhance the prestige Ours is not simply an industry; it is a profession which can and should be ranked amongst the best of professions. that is already connected to this fantastic award. It will be my absolute privilege to be part of such a process in future. What are the changes you would like to see in the financial planning industry? For me, it all comes down to education. One obviously needs an education to become a CERTIFIED FINANCIAL PLANNER®, but I believe education is much more than that. As CFP® professionals, we have a duty to educate the public on why it is so important to use a CERTIFIED FINANCIAL PLANNER®. We also have a duty to show the wider financial planning industry that ours is not simply an industry; it is a profession which can and should be ranked among the best of professions. In 2018, I joined two clients to start a school in my area. Today our school educates more than 150 learners. My dream is to see CFP® professionals rise from the ranks of these learners in 20 years from now. What are your long-term objectives – including those on diversity and inclusion? My team and I are on a drive to grow our practice over the next two years by employing young planners and assisting them on their journey to qualify as CERTIFIED FINANCIAL PLANNERS®. I know there are many young planners out there who, with the right guidance, can become successful CERTIFIED FINANCIAL PLANNERS®, and my team and I see it as our responsibility to assist this next generation of CFP® professionals. Our goal is to help these young planners build their own practices – an initiative which obviously benefits the younger planners, but more than that: it also paves the way to a future where more clients can be reached and given access to quality financial advice. This is especially important in a country like South Africa where we have a very diverse population, both economically and Hendrik Spies, CFP®, socially. To ensure that every South African Chartered Accountant has access to quality financial advice, it is (SA), Principal of Spies & our responsibility to help create a diverse Associates, Old Mutual PFA group of CERTIFIED FINANCIAL PLANNERS®. At the end of the day, this is what financial planning is all about – changing people’s lives. How fortunate are we to be in a position where we can make a real difference. My dream is for more people to understand this and make it their daily goal. 28 www.bluechipdigital.co.za
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Page 1: Issue 85 • Oct/Nov/Dec 2022 BLUE
Page 4: CONTENTS ISSUE 85 OCT/NOV/DEC 2022
Page 7 and 8: JEAN MINNAAR - MANAGING DIRECTOR -
Page 9 and 10: We look forward to seeing you at th
Page 11 and 12: A massive thank you to all our atte
Page 13 and 14: Connect with a Momentum Financial A
Page 15 and 16: Advice software. Built for better p
Page 17 and 18: The power of balance Equilibrium is
Page 20 and 21: BLUE CHIP COLUMN PASSION FOR OUR PR
Page 22 and 23: BLUE CHIP FPI THE VALUE OF A FINANC
Page 24 and 25: BLUE CHIP FPI FPI as our members ar
Page 26 and 27: BLUE CHIP FPI B-BBEE points to cons
Page 28 and 29: BLUE CHIP FINANCIAL PLANNER OF THE
Page 32 and 33: The smart solution for financial ad
Page 34 and 35: Tax Planning 2022
Page 36 and 37: BLUE CHIP FINANCIAL PLANNER OF THE
Page 38 and 39: BLUE CHIP INVESTMENT RISKY BUSINESS
Page 40 and 41: BLUE CHIP INVESTMENT Upside without
Page 42 and 43: BLUE CHIP DFM Choosing a Discretion
Page 44 and 45: BLUE CHIP INVESTMENT Imagine the fu
Page 46 and 47: BLUE CHIP OIL AND GAS Good news for
Page 48 and 49: BLUE CHIP INVESTMENT THE UNLOVED OF
Page 50 and 51: BLUE CHIP HEDGE FUNDS Is there stil
Page 52: BLUE CHIP HEDGE FUNDS For those who
Page 55 and 56: INVESTMENT BLUE CHIP partnering wit
Page 57 and 58: ESTATE PLANNING BLUE CHIP Do you ha
Page 59 and 60: NOMURA ASSET MANAGEMENT Beating the
Page 61 and 62: COMPREHENSIVE ASSISTANCE WITH ALL K
Page 63 and 64: INVESTMENT BLUE CHIP CoreShares Inv
Page 65 and 66: INFLATION BLUE CHIP Chart 2: Growth
Page 67 and 68: 99.5% OF THE WORLD’S MARKETS ARE
Page 69 and 70: FINANCIAL PLANNING BLUE CHIP The tw
Page 71 and 72: YOUR BUSINESS IS ABOUT CREATING AND
Page 73 and 74: BLUE CHIP PORTFOLIO FINANCIAL PLANN
Page 75 and 76: Independent Specialist Advisers Spe
Page 77 and 78: ESTATE PLANNING BLUE CHIP savings a
Page 79 and 80: LEGAL BLUE CHIP If you fail to plan
Page 81 and 82:
PRIVATE CLIENT HOLDINGS IS AN AUTHO
Page 83 and 84:
TECHNOLOGY BLUE CHIP approach is va
Page 86 and 87:
Momentum Financial Planning is recr
Page 88 and 89:
BLUE CHIP RISK MANAGEMENT THE PANDE
Page 90 and 91:
BLUE CHIP COACHING Shifting the way
Page 92:
WE LOOK FORWARD, SO YOU KNOW WHO TO
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Blue Chip Issue 85

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