Passion for our profession
We are a profession and not a so-called industry says, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Rocket Fuel
"It took a lot of hard work to prepare our practice to be battle-ready." says, Financial Planner of Year 2011, Warren Ingram CFP®
In need of a crisis
Why do we wait for the day we get a health scare like a heart attack or cancer before we decide to change our...
Meet the Financial Planner of the Year 2022: Palesa Dube, CFP®
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises the country’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients.
Finding the balance
The balance in the workplace, the balance in the family and the balance between the two says, Florbela Yates, Head of Equilibrium
Retirement income reimagined
Momentum Investments has recently introduced enhancements that can help clients to maximise their chances of receiving a reasonable income stream, for as long as they live. Blue Chip unpacks these developments with Martin Riekert and Fareeya Adam.
Capital Preservation
Glacier Invest embeds a capital preservation mindset through its risk budgeting process and utilises a sophisticated portfolio construction technique that allows the DFM to better understand and monitor the risk and reward of a portfolio.
Do DFMs add value?
Blue Chip sat down with Florbela Yates, head of Equilibrium, to understand the true value proposition that discretionary fund managers offer financial advisors.
The power of balance
Momentum Investment Consulting has rebranded with a new look and a brand-new name: Equilibrium. Blue Chip speaks to Florbela Yates, Head of Equilibrium, about the evolution of the discretionary fund manager.
