Blue Chip Issue 89

BLUE
CHIP
On the money
Making waves this quarter
Win with Integrity and Blue Chip
INTEGRITY ACADEMY RECOGNISED AS AN FPI EDUCATION PROVIDER
The Financial Planning Institute of Southern Africa (FPI) is delighted
to announce that Integrity Academy has been approved as an FPIrecognised
education provider. Established in June 2013 by Johann
Cloete, CFP®, Justin Cloete and Lynessa Spies. Integrity Academy has
successfully served over 400 financial planning and advisory
institutions and more than 17 000 students – marking a decade
of excellence in the industry. As a significant milestone, the
Occupational Certificate: Financial Advisor and National Certificate:
Wealth Management offered by Integrity Academy will now
be recognised as underlying qualifications for the prestigious
designation of REGISTERED FINANCIAL PRACTITIONER with
the FPI. Starting from 2023, candidates who complete these
qualifications with Integrity Academy will be eligible to apply for
the designation without the need to undertake a professional
competency examination with the FPI. For more information
about Integrity Academy and its accredited online education
programmes, please visit www.integrityacademy.co.za.
BLUE CHIP ROUND TABLE SERIES WINNER
“It was great to participate with Andrew Finlayson, Greg Strachan, Cobie Legrange and Hannes
Viljoen at the recent Blue Chip Round Table Series on Offshore Investment. In a space filled
with a great deal of conjecture, it was amazing to see the firm-founded opinions based on
successful portfolio construction with experience in the field. It’s important to highlight that
building a wealth portfolio is about having ascertained a diverse view of opinions and identifying
your own. There is no luck in planning, but being prepared in your planning makes you open
to opportunity. We are here to help you
harness these opportunities within foreign
exchange. We are happy to announce that
Matthew Marrian of InvestSense is our
winner of the Garmin Fenix watch which Matthew Marrian (left) and Lara
was drawn from the registrants for the event. Lotter (right).
A hearty congratulations from us here at
Exchange 4 Free,” says Lara Lotter, Exchange 4 Free
“The offshore conversation is always interesting and holds significant importance
for us at InvestSense, especially when engaging with our clients. The complexity
of offshore allocation means there is no one-size-fits-all answer. Therefore, it was
enlightening to gain insights from Andrew and the panel regarding their perspectives
on this matter and how they approach it within their respective businesses,” says the
winner of the Garmin Fenix, Matthew Marrian, COO, InvestSense.
The Garmin Fenix 7x Solar Smart watch. Read an excerpt of the Blue Chip Offshore Investment Round Table on page 50.