The front cover of the May/June/July 2023 edition of Blue Chip features Palesa Dube of Wealth Creed, who reflects on her first six months as FPI Financial Planner of the Year 2022. FPI CEO Lelané Bezuidenhout shares the key takeaways from the 2023 FPI Annual Refresher, and this issue also includes contributions from Lehan Kruger of Glacier Invest, Rob Macdonald and Matthew Molyneux of Fundhouse, Florbela Yates, Methula Sikakana and Dean De Sousa of Equilibrium, Kobus Klein of Kainos Wealth, Shahied Daniels of the South African Institute of Professional Accountants, Mike Adsetts and Professor Evan Gilbert of Momentum Investments, Deirdre Cooper and Graeme Baker of Ninety One, David Rees of Schroders, Dr Phindile Masangane of Petroleum Agency South Africa, Leon Michaelides of Matrix Fund Managers, Nosibusiso Ngqondoyi of Old Mutual Multi-Managers, Yusuf Mowlana of M&G Investments, Barry O’Mahony of Veritas Wealth Management, Ebrahim Moola of Bobats Wealth Solutions, Dr Prince Sarpong of UFS School of Financial Planning Law, Brandon Garbutt of Capital Legacy, Sarah Love of Private Client Trust, Nici Macdonald, CFP®, Mulalo Nemataheni CFP®, Hildegard Lombard of Luculent Consulting and Anton Swanepoel of Trusted Advisors.
BLUE CHIP FPI |
BLUE CHIP FPI | Financial Planner of the Year The award is a recognition of excellence and the successes we have been able to garner thus far. the profession to develop and be sustained, there is a need to focus on future initiatives that encourage new graduates to enter the profession. The FPI Education Fund is a response to this and is aimed at facilitating diversity and inclusion in the financial services industry and profession. Have you had the opportunity (or time) to make financial planning more accessible to a broader spectrum of the community? What are your plans in this regard? Yes! In addition to speaking to young people at various university societies and events, I have had the opportunity to share key insights and lessons across media platforms from the Bruce Whitfield Show on 702 to segments on Soweto TV. Each of these media platforms provided an opportunity to present key financial planning principles and practices in a practical and relevant way. Importantly, the audience demographic of each media platform I have become a recurring guest on is widely varied and captures a broad base of our society. Together with the anchors, we were able to discuss estate planning, retirement and various other audience concerns using accessible language and addressing practical questions that are relevant to most people. How has being an FPI ambassador changed you as a person? While I do not think it has fundamentally changed me as a person, it has provided me with an invaluable opportunity to strengthen my own confidence and provide me with a platform to share what I am most passionate and curious about with a larger audience. It has enabled me to share knowledge, gain lessons and build relationships. Do you have anything that you would like to add? I would like to strongly encourage all members of our profession to apply. Especially those who have thought they couldn’t succeed or limited their views in the past. Lastly, this journey has affirmed that we have an incredibly important role to play in our society. We must continue to build our profession while remembering that it should be open to a broad range of clients who require our expertise. 24 www.bluechipdigital.co.za
