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.
CONTENTS ISSUE
CONTENTS ISSUE 87 MAY/JUNE/JULY 2023 04 10 12 13 EDITOR’S NOTE By Alexis Knipe SA’S SAVINGS CULTURE Message from the FPI CEO ON THE MONEY Milestones, news and snippets ENSURING YOUR RETIREMENT SAVINGS LAST The Glacier Invest Real Income Solutions 18 CHATGPT: THE LEAN MEAN LEARNING MACHINE Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 19 THE IMPORTANCE OF SAVING Column by Florbela Yates, Head of Equilibrium 20 USE YOUR DISCRETION Column by Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth 22 2022 FPI FINANCIAL PLANNER OF THE YEAR Blue Chip speaks to Palesa Dube, CFP® 26 THE ACCOUNTANCY PROFESSION: TACKLING TOMORROW’S CHALLENGES, TODAY Interview with Shahied Daniels, chief executive at the South African Institute of Professional Accountants (SAIPA) 30 THE ICARUS SYNDROME Matthew Molyneux, Fundhouse, tells us the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried 34 IS THIS A RESET? By Mike Adsetts, Acting Chief Investment Officer, Momentum Investments 36 HEDGE FUND AWARDS Old Mutual Multi-Managers scoops Hedge Fund Award for the fifth consecutive year 38 CAN YOU EARN AN ATTRACTIVE RETURN WHILE MAKING A REAL-WORLD IMPACT? Here’s how SA investors can tap into the structural growth opportunity of a lifetime 40 WILL CHINA’S REOPENING BENEFIT THE GLOBAL ECONOMY? David Rees, Senior Emerging Markets Economist, Schroders, asks if China’s recovery will cause inflation to come roaring back 42 BIODIVERSITY: MEET THE NEW CLIMATE Melville Douglas says that biodiversity preservation is a pressing issue 44 TRANSITIONING TO A GREENER FUTURE Onshore gas discoveries are bolstering Petroleum Agency South Africa’s case for promoting a switch to gas 6 www.bluechipdigital.co.za
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