In The Spotlight

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning...

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award

Investment partnerships breed hedge fund excellence

Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
happy-man-talking-his-wife-while-using-touchpad-meeting-with-real-estate-agent-office

Invest in the future of financial planning: Support the FPI Education...

With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals. 

New issue 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) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Women entrepeneurs

Retirement savings: Realising the power of women’s financial independence

Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Leading the way to pan-Africanism

Absa Index and Structured Solutions sits within Global Markets in the Corporate and Investment Banking division of Absa and is fundamental in the group’s objective of being a leading pan-African bank. Blue Chip caught up with Fundi Pikashe, CFP®, Head of Distribution: Structured Solutions, Corporate and Investment Banking, Absa.
Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

A new era of wealth advisory partnerships 

Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth, explores Warwick Wealth’s newly introduced model that reshapes the principles of sustainability, succession planning, and long-term success within today’s advisory environment.
GloRep launches Compliance on Demand

GloRep launches ‘Compliance on Demand’

In a world where compliance obligations are becoming more complex and dynamic, businesses must rethink how they approach risk management. 'Compliance on Demand' offers a smarter path forward, and GloRep is leading the charge.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
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Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.

1Life Insurance Women’s Confidence Index

South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.

When equal is not the same: Planning a legacy for a global family

When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.

AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
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