Financial Planning

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.

post-retirement income options

Post-retirement income options amid potentially higher inflation

Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.
AI in financial planning source: Canva photos

The risks and rewards of using AI in financial planning

Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
AdobeStock_413767992 Property investing and financial planning

Property investing and financial planning

Warren Ingram, Director of Galileo Capital, highlights that a crucial aspect of financial planning involves managing property investments. Comprehensive financial plans should include property, as it is a fundamental asset for many individuals.
Financial planner with client consolidating investments

The greatest gift of consolidated investments is peace of mind

Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
AI stock image from Canva photos

Unbelievable savings: discover the true low cost of AI

Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
Mirror Success front and back cover

Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP® 

In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
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The rights of trust beneficiaries

In a discretionary trust, beneficiaries cannot demand benefits as trustees have full discretion over distributions, writes Dr Rika van Zyl.
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Crypto Legislation

Crypto assets: an evolving landscape

This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
Anton Swanapoel_Thought Leader Portrait

How will COFI impact FSP representatives?

Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor.
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Money Maestros retirement workshop 2025 bloemfontein

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.

South Africa’s Q1 GDP: A marginal win, but still a long road ahead

South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation.
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