The future of healthcare and medical insurance in South Africa
The healthcare and medical insurance landscape in South Africa is at a turning point. Considering the industry's evolution, the next decade will be defined...
Can I afford to die? And other questions you need to...
Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
Do you really know your partner for life?
John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
Big data: the digital disruptor reshaping the South African insurance sector
Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.
Auto & General has a new look, backed by the promise...
Auto & General Insurance is embarking on a remarkable transformation, reaffirming its unwavering commitment to being there when it matters most
1Life Insurance roadshow unlocks new opportunities for brokers in a challenging...
South African businesses are navigating unprecedented challenges as the impact of global events and local headwinds such as persistent loadshedding and a weak rand create economic pressures that weigh on consumer spending.
Latest claims statistics: a reality check for men
Statistics South Africa (StatsSA) confirm that women live considerably longer than men, on average.¹ The general consensus is that the combination of men’s lifestyle...
Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer
Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year.
Brandon made the announcement to...
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.
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
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A will is not a commodity
To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®).
Protea Capital Management
Protea Capital Management is an investment management firm domiciled in South Africa, investing globally. The firm follows a proprietary “quantamental” investment approach, combining traditional...
How DIY investing fits in with financial advice: A conversation with Kapil Joshi
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.
Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
Scaling new heights
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.



















