Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...
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.
What’s in it for you?
Why the Total Portfolio Approach is suddenly everywhere – and what it means for you.
The call is coming from inside the house
“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence.
Four questions on investing in a geopolitically uncertain world
John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
COFI readiness
Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"
The digital gateway to visibility and trust for financial planners
Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.
What makes a succession plan practically executable?
Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable
The quiet power of planting trees for tomorrow
Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.
Using multiple financial advisors may hurt your wealth
Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
The TT and trusts: legacies in the Isle of Man
Coreen van der Merwe, director at Sovereign Trust (SA), writes about The Isle of Man TT, arguably the most dangerous motorbike race in the world.
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Concentration, credibility and the importance of understanding risk
At the end of last year, I was concerned about two risks: the credibility of the Federal Reserve (Fed) and debt sustainability, and artificial intelligence (AI). Where have we got to, asks Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders.
The value of advice in the investment journey
Trusted financial advice helps South Africans navigate uncertainty, maximise tax-efficient investments and turn long-term goals into achievable plans, writes Fränzo Friedrich, Chief Marketing Officer of Momentum Investments.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
Built to compound, built to last
Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven
hedge fund approach and long-term capital growth.
Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status
Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice.
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