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Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Stock image of generational legacy

What does Two Pot mean for my legacy

September marked the introduction of the two-pot system of access to retirement savings for South Africans. Capital Legacy National Manager of Succession Planning and High Advice, Ken Newport, explains how Two Pot will – and won’t – impact your legacy.
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

The two-pot (three-component) system

Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients.
Professor Liezel Alsemgeest, Director: School of Financial Planning Law, UFS

Leveraging gamification for enhanced retirement preparedness among millennials

Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce.
post-retirement income options

Post-retirement income options amid potentially higher inflation

Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.
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The two-pot retirement system: looking beyond 1 September 2024

The two-pot system represents a pivotal change in how South Africans save for retirement. By encouraging preservation and providing early access to a portion of savings, the reform balances immediate financial needs with long-term retirement security.
Photo by cottonbro studio: https://www.pexels.com/photo/person-putting-coin-in-a-piggy-bank-3943723/

The Two-Pot System will change the future of how we all...

South Africa is on the brink of a retirement crisis, with only 6% of the population prepared for a comfortable retirement. Starting September 1, 2024, the Two-Pot System will change retirement planning by allowing flexible access to savings.
Source; CNava Premium photos. family stock photo

Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
retirement stock image. Source: Canva

Life after work

Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
image of Elrina Wessels

The 2-pot system: An opportunity for advisors to support members’ goals

Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
Fareeya Adams

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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Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes

Ready to meet your needs

Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, provides insights into his business.
Darren Robertson CFP® AIFM® at Opes Wealth

Darren Robertson CFP®| Financial Planner Profile

Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
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