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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 quarterly journal.

financial planner stock footage Source: canva

Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Zeldeen Müller, CEO, AgendaWorx

Maximising efficiency in board management

Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Fareeya Adams

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.

A case for precious metals

According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns. 
Kenny Meiring

Consider the pros and cons of life and living annuities

Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Nkosi Kondi, Country Head - South Africa, Schroders

Could smaller companies have a bright spot despite a gloomy environment?

While it’s important to be mindful that investment performance can be hit by increasing the allocation to smaller companies too early, it’s prudent to ensure you have a seat at the table to avoid missing out on small-cap performance, which often arrives suddenly writes Nkosi Kondi, Country Head South Africa, Schroders.
Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Unleashing client success: the power of value-based conversations

Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.

Corporate governance: a compliance or business issue?

Anton Swanepoel, Trusted Advisor, spotlights corporate governance as an integral factor in the Conduct of Financial Institutions (COFI) Bill.
Inflation stock image from CANVA

Will June be the month when all three of the BoE,...

The Bank of England, US Federal Reserve, and European Central Bank have maintained their interest rates this month, but market expectations are now leaning towards cutting rates in June say Azad Zangana, Senior European Economist & Strategist at Schroders.
Greig Phillips, Investment Specialist, Fundhouse

The growing threat of cybercrime

Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.