Issue 78 • January 2021 www.bluechipdigital.co.za The Official Publication of the FPI OUTCOME-BASED INVESTING Martin Riekert of Momentum Investments on placing the client’s goals at the centre of the plan A HEART FOR THE PEOPLE Meet Hester van der Merwe, 2020 FPI Financial Planner of the Year THOUGHTS, CHOICES, ACTIONS The 3 roles of the financial planner SPECIAL EDITION: INVESTING OFFSHORE
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FINANCIAL PLANNING Find a mentor or
FINANCIAL COACHING insights, knowle
ETHICS (often material) interests.