In The Spotlight

Empowering independent financial advisors for sustainable growth 

The Association for Savings and Investments is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. Find out how to apply.
FPI surpasses 500 cfp professionals

FPI surpasses 5,000 CFP® professionals, marking a historic milestone

The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000...
Consolidated Wealth Group

Consolidated Wealth becomes an FPI approved professional practice™

The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™.
Mbali Phejaolema ABSIP Nov24 -35

The ABSIP Retail Symposium

The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November.
Altvest

ACOF interim financials released

Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE.
Rudolph Geldenhuys, CERTIFIED FINANCIAL PLANNER® Professional, WealthUp

The ebb and flow of more caught than taught

Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
Nonhlanhla Nxele, CFP®, Founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy

It starts with me

Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
Danie van den Bergh, Head of Acquisitions: Momentum Advice

A partnership for lifelong success 

Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
Craig Harding , Capital Legacy's new CEO

Capital Legacy Announces New CEO: Craig Harding 

Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
Kim Potgieter, winner of the FPI It Starts with Me 2023 Award.

The learner leader

Kim Potgieter, author, speaker and expert financial planner, won the FPI It Starts with Me 2023 Award. The Award recognises a CFP® professional for their unyielding dedication to promoting the CFP® certification.
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Most Popular

Midlife recalibration: guiding clients through the midlife transition

Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.

For the people

At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks.

Independent financial advice: the power of choice

Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind.

Why starting at the end is so important

Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.

Considerations for retail and institutional investors when incorporating hedge funds into investment portfolios

A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements. By Rob Macdonald, , an independent consultant, author and CFP® Professional.
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