Company Insights

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

Cultivating growth, harvesting excellence

Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
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The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
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There is always the next big thing

Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.
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Do you want to take advantage of the highest first-world interest...

To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
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The two-pot retirement system: looking beyond 1 September 2024

The two-pot system represents a pivotal change in how South Africans save for retirement. By encouraging preservation and providing early access to a portion of savings, the reform balances immediate financial needs with long-term retirement security.
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Five ways a financial adviser can help you on your journey...

As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
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Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
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Here’s why business owners should work with independent financial advisers

Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
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Financial advice – the career of choice for young professionals and...

Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers.
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how people become wealthy

How people become wealthy

But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time. Think Warren Buffett and Berkshire...

Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management

Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
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