Retirement

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.

Image_Lourens_Coetzee

How to retire in a volatile market

Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
Stian de Witt, Head of Financial Planning at financial advisory firm NMG Benefits

How to support your ageing parents financially

Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
Mathew Marrian

The future of retirement planning: two-pot system insights

According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Head of Equilibrium

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
A new horizon

A new horizon

The Three Piggy Bank system and the future of retirement planning in South Africa, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Happy retirement

Annuities: choose wisely

Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University.
Retirement planning: guiding clients to financial independence oun d Table discussion holding slide

Retirement Planning – Round Table Discussion

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on retirement planning and guiding clients to financial independence.
retirement

Retirement coaching: adding value to your practice

When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Kobus Kleyn Column Image

A comprehensive guide to retirement planning in South Africa

The concept of retirement has evolved dramatically over the past few decades. Traditionally, it signified the end of an individual’s professional journey. However, in today’s dynamic economic climate, retirement is considered a new beginning, says Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Retirement planning

A catalyst for positive change

The Institute of Retirement Funds Africa is an association that represents and promotes the interests of the retirement industry in South Africa and across the continent to the ultimate benefit of the members of retirement funds. Blue Chip spoke to chairperson, Geraldine Fowler.
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the tale of two grocers

A tale of two grocers

From the perspective of shareholders, Pick n Pay has been a significant disappointment, while Shoprite has proven to be a resounding success. What factors contributed to these vastly different outcomes? Were there any early indicators? Paul Whiteburn and Wilhelm Hertzog of Rozendal Partners delve into the contrasting fortunes of these two grocery chains to explore the reasons behind their respective achievements or failures.
Unlocking china's high growth potential for sa investors

Unlocking China’s high-growth potential for South African investors

As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
Anton Swanapoel_Thought Leader Portrait

Solving the practice management puzzle in 2025

Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
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