May/Jun/Jul 2024

financial planner stock footage Source: canva

Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Fareeya Adam

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
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Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.

Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.

FPi announces 2026 Corporate Partner of the Year finalists

Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.

Building the future of financial planning

Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital.

Jean van Biljon, PGDip (FinPlan) | Financial Planner Profile

Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner.
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