July/Aug/Sept 2021

Transformation challenges in the financial services sector

Black-owned financial service providers face many hurdles to show credibility and gain trust within the market. Although transformation of the sector is happening, it is slow. Blue Chip speaks to Nyiko Nghatsane CFP®, Founder of Kunguhato Financial Planners, about the challenges he faced in his journey.

A journey with lifestyle financial planning

Blue Chip speaks to Irish-born Barry O’Mahony CFP®, founder of Veritas Wealth Management – and winner of the Financial Planner of the Year Award in 2013.

Read the latest issue of Blue Chip, the quarterly journal for...

Issue 80 of Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), is hot off the press! Read the eBook here for insight from the FPI and leading industry figures, covering all aspects of the financial planning industry.