May/Jun/Jul 2024

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

Cryptocurrency’s evolution

The cryptocurrency market’s journey underscores its transition from a speculative novelty to a complex financial ecosystem, writes Kobus Kleyn of Kainos Wealth.

It is the team that wins the tournament

According to Darren Burns from Graviton, if a financial advisor isn’t acting as a financial coach for their clients, what other role do they play?
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
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Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
The Crue Invest team with the award.

Practice makes perfect

Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning.
Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner, Private Client Trust

Who do you trust with your digital information?

Who do you trust to access your digital information, if something happens to you? A question posed by Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner at Private Client Trust.
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Financial planner as Choice Architect

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
Profile photo of Lelani

Tomorrow is here

The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Varsha Vala, Principal Officer: Medihelp Medical Scheme, Medihelp

Medihelp is deeply invested in members’ health

According to Varsha Vala, empathy is the cornerstone of Medihelp’s human-centred design philosophy, driving the creation of personalized, emotionally resonant insurance solutions that cater to the evolving needs and values of their members.
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Money Maestros Retirement Planning Workshops Mbombela

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
AMETF

What you need to know about AMETF transparency

According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities.

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
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