Shaun Thompson | Financial Planner Profile
Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®.
Darren Robertson, CFP® | Financial Planner Profile
Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
Bryan Nicol, CFP® | Financial Planner Profile
Blue Chip speaks to Bryan Nicol, CFP®, Lifestyle Financial Planner at Freedom Financial Planning, about his journey as a Certified Financial Planner®.
Terence Tobin, CFP® | Financial Planner Profile
Blue Chip speaks to Terence Tobin, CFP®, Director at Rich Ideas Group, about his journey as a Certified Financial Planner®.
Gareth Collier, CFP® | Financial Planner Profile
Blue Chip speaks to Gareth Collier, CFP®, Director at Crue Invest, about his journey as a Certified Financial Planner®.
Kim Lewis, CFP® | Financial Planner Profile
Blue Chip speaks to Kim Lewis, CFP® at Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®.
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.
Jana Human, CFP® | Financial Planner Profile
Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Rudolph Geldenhuys CFP®
Blue Chip speaks to Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp, about his journey as a Certified Financial Planner®
Kim Potgieter CFP® | Financial Planner Profile
Blue Chip speaks to Kim Potgieter CFP®, Director, Chartered Wealth Solutions, about her journey as a Certified Financial Planner®
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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.
Looking back on 30 years. Investing in the future
Hymne Landman, CEO at Momentum Wealth, looks back on Momentum Wealth’s 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients.
When the dream becomes bigger than the award
“Success is never owned. It is rented. And the rent is due every day,” writes Wouter Fourie, CEO, Ascor Independent Wealth Managers.
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