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.

Two pot saving system

Leverage the looming two-pot system to boost your retirement savings

It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
Photo of Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Practical conversations for financial health and wellbeing

Retirement should be a time of fulfilment and joy, yet many people struggle through this transition. Partly because retirement marks a major life adjustment, but also because people often fail to prioritise the relationships and connections that contribute to happiness, says Kim Potgieter CFP®, Director, Chartered Wealth Solutions
A dream holiday!

Starting retirement on a high note: The power of planning a...

Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisors, believes that planning a dream holiday provides an ideal start to retirement and helps ease the often turbulent transition into that period. He encourages new retirees to shift from a “saving” mindset to a “reward” mindset.

The rise of family offices in South Africa

Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Financial Planning Event

Blue Chip Round Table Series

Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...

The evolution of savings

Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals

Flexible lifestyle choices for the modern retiree

While all our lives have been put on hold for at least a few months, decisions about our futures still have to be made, and this includes older people making choices about the way they will live in their retirement.
Blue Chip Journal Issue 76

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
the crawford measure

Introducing the Crawford Measure

Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
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What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

2025 Financial Planning Summit

Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first Bitcoin Treasury Company

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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