Momentum Financial Planning

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Don’t let business get personal

Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
Mothering and money with Momentum

Mothering & Money 

Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.
note pad with the words "retirement plan" written on it and other tools.

Getting SARS to sponsor your retirement

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
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Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry.

The PROpulsion LIVE show is coming off the screen and into the room

PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice

At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.

Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
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