Pride and professionalism
Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®.
Gold’s enduring value: Proof Krugerrands as a strategic asset
In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop.
Offshore tax regulations: implications for South African investors, business owners and...
In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses. Lance Lawson, Business Development Consultant, Sovereign Trust SA, explains some of the complexities of foreign tax regulations.
Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk. By Akshay Karan, Chief Investment Officer, Altvest.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification. Explore new courses at the School of Financial Planning at UFS.
Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover.
Why starting at the end is so important
Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
What leadership means to Consult’s new CEO
As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.
Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
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How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
Understanding the different faces of investment risk
Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Seeing the wood for the trees
Professional conduct at Woodland Wealth is defined by rigorous standards, disciplined processes and an uncompromising commitment to client interests. Ethical behaviour forms the foundation of client engagement. Blue Chip speaks to CEO, Andró Griessel.
The compliance landscape for financial planners for 2026
Assessing the regulatory landscape can be compared to reading the ocean before a surf.
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