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Newsletter: Second Quarter 2015

•   Note from our CEO
•   Advice Forum update - Craig Kiggen CFP®
•   Bruce Fleming is recognised as one of SA's top financial planners
•   Consolidated News
•   Getting to know Roy McMurchie
•   Welcome to new staff
•   Consolidated client focus - Simon Ekin
•   ImMEDIAte
 
 

Note from our CEO

With Women's Month approaching, this prompted the question as to whether women make better investors than men. The notion that the fairer sex is inherently better suited to investing has gained considerable traction in recent years, to the point where it has become almost conventional wisdom. Take the following remarks:

The Economist 2014 - 'Why women investors appear to outperform men' [heading].
Fortune 2015 - "Two new pieces of research note that when it comes to both saving and investing, women are once again kicking butts and taking names".
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Advice Forum update - Craig Kiggen CFP®
 
In Bill Bryson's book, 'A Short History of Nearly Everything', he notes that "It is a slightly arresting notion that if you were to pick yourself apart with tweezers, one atom at a time, you would produce a mound of fine atomic dust, none of which had ever been alive but all of which had once been you." Although he was referring to the human body I could not help but draw a parallel to the financial planning industry...
 
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Bruce Fleming is recognised as one of SA's top financial planners
 
Bruce Fleming, Executive Head of Private Clients in the Western Cape, recently made it to the final round of the FPi Financial Planner of the Year competition. Bruce competed against some of the top financial planners in the country in three gruelling rounds. He says, "This competition not only challenges you against the best our industry has to offer but it challenges you to better yourself...
 
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Consolidated News
 
It's been a busy few months. We've been involved in a number of professional, client and student presentations, as well as charity initiatives.
•  Nigel Willmott was a finalist for the "It starts with me" Award
•  Ian van Greunen spoke to PPS members about Trusts
•  e-Care Competition prize winner
•  Chantel van der Walt is filling the financial literacy gap at UP
•  Acsis 'How Much is Enough?' book launches
•  KZN held an easter egg hunt and blanket drive for iThemba School
•  The KZN office hosted a client focus event
 
Getting to know Roy McMurchie
 
Roy is the Executive Head of Private Clients in Gauteng. He has been in the financial services industry for more than 27 years. During his career, he has achieved several top achiever awards and has run business units with a national footprint, growing their profitability significantly. He holds a BCom in Economics from the University of Pretoria, a CAIB (SA) and has undertaken several executive and management programmes...

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Welcome to new staff

This quarter Consolidated is proud to welcome the following staff:
     
  Lesetja Madiba joined Consolidated in June as a member of the Financial Wellness team. He believes that a higher quality of life can be achieved for all through effective and sound financial management. He completed a BComm Statistics in 2014 at the University of Pretoria and started his career at a wealth management company where he dealt with off shore investment and retirement fund investments. Lesetja is an avid sports fan, who plays soccer and enjoys time with his loved ones.
 
  Nonhlanhla Gumede joined the KZN team in April 2015 as a Private Client Services Consultant. On completion of her degree, a Bachelor of Technology in Office Management and Technology in 2013, Nonhlanhla worked in various administrative roles, gaining valuable experience. She is passionate about people and offering superior client service. She volunteers as a kids' club facilitator at Orphanaid on Saturdays, is a worship leader at her Church and loves spending as much time as possible with her family.
 
Consolidated client focus - Simon Ekin
 
Simon is a teacher, speaker, author and coach on the subject of courage, former British Army officer and trans-African cyclist. He was born in the Roman town of Leamington Spa in Warwickshire, England in 1967; the middle of three sons. He grew up admiring his clergyman father's ability to inspire congregants with his sermons, and though he didn't follow him into the clergy or necessarily agree with what he said....
 
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ImMEDIAte

Consolidated was featured in the following publications over the last quarter:

 
Are you getting married? Changing jobs? Renovating your home?
We are here to help you plan for these events, and we're never too busy to help your friends or family either. If you know someone who may need financial advice, please let us know: [email protected]
 
If you have any comments or suggestions please contact us:
www.consolidated.co.za  •  [email protected]
          
Johannesburg
T +27 (11) 886 0702
F +27 (11) 787 1751
Tshwane
T +27 (12) 460 5241
F +27 (12) 346 3434
Eastern Cape
T +27 (41) 37 37 999
F +27 (41) 37 37 177
Western Cape
T +27 (21) 686 2140
F +27 (21) 683 2831
KwaZulu-Natal
T +27 (31) 764 3250
F +27 (31) 764 3404
 
For more insights and information please visit our website www.consolidated.co.za.
Consolidated is an authorised Financial Services Provider.