MAY BREAKFAST 08:30-09:30 | 5 MAY, 2023 Cliqtech is all about helping people build generational wealth. They want to provide clients with personalised and relevant financial products exactly when needed. They also help customers draft their Will, making sure that their wealth is passed down to their loved ones in accordance with their wishes. PANEL: […]
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KEY NOTE SPEAKER – Arthur Case CEO RezCare
Arthur Case has served as managing director of a paediatric vaccine manufacturer, a niche pharmaceutical company and a private hospital group. Over the past 12 years he has specialized in the retirement sector where he served as General Manager of Cape Retirement Lifestyles and as CEO of Evergreen Lifestyle, both retirement village owners and operators […]
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KEY NOTE SPEAKER – Johann Jacobs
Johann began his career as a secondary school teacher. After further post-graduate studies he lectured at tertiary level in Educational Psychology and Sociology. Whilst studying law part-time, Johann completed his articles at Macintosh Cross and Farquharson in Pretoria, whereafter he moved to Cape Town and was appointed as a Professional Assistant at Walkers. After three […]
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KEY NOTE SPEAKER – Dr Anne Blacklaws
Anne has extensive and very varied practical management experience in the Banking, Oil and Gas, FMCG/Retail, Management Consulting, Engineering and South Africa, Qatar and Oman Government sectors. She is currently “semi” retired and still does management assessments for succession planning, for companies in Africa and the Middle East. Anne is also doing analysis of the […]
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KEY NOTE SPEAKER – Dr Hannetjie Van Zyl-Edeling
Dr Hannetjie Van Zyl-Edeling is a counselling psychologist, mediator, author and artist, amongst other things. She believes that we can use our minds to create our best life and find meaning, even in challenging circumstances. Her mission is to assist people in managing their physical, mental, emotional and spiritual selves in such a way as […]
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Frail Care – The Cost of Comfortable Living
Growing older is a reality that cannot be ignored. Making provisions and planning ahead can make all the difference when it comes to approaching old age with comfort and dignity. People often think that if they have made arrangements to move into a retirement community they will be eligible to receive frail care, however this […]
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Family Matters – Explaining an Estate Plan
Estate planning can be a sensitive subject. Many people expect their plans to only be unveiled after their passing, choosing to avoid creating unnecessary tension within their family. However, many times this is merely delaying the inevitable. Having an open conversation with family, while being able to talk through thought processes and rationale, can dissipate […]
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Welcome clarity coming on financial advisers
WOUTER FOURIE When you plan for retirement, or make any type of financial plan, is the person you consult a financial adviser, a financial planner or a broker? The discussion about titles has been in the spotlight recently as part of a debate on the changes to the Financial Advisory and Intermediary Services (FAIS) Act […]
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Questions to ask if you want unconflicted investment advice
LAURA DU PREEZ Your adviser may supply products from just one institution and there may be perverse incentives behind the choices they make. When you sit down with a financial adviser, you should have a clear idea who you are dealing with and what their relationship is with any supplier of financial products, be they […]
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