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.

University of Johannesburg

Climb the industry ladder

Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how
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Long live advice: The unmatched value of human insight in financial...

As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.
Wallace Barnes CA(SA), Analyst ,Steyn Capital Management

Why hedge funds offer a smarter path to uncorrelated returns

According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns.
smiley-female-doctor-clinic-front-view

The current state of healthcare access for freelancers and artists

One of the primary hurdles freelancers and artists face is managing the cost of healthcare amid their fluctuating income. Medihelp recognises the unique needs of freelancers and provides cost-saving options, such as network alternatives, which can help reduce monthly membership fees.
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more...
Making sure that we leave something behind Dean Mitchell from Getty Images Signature

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?
Dr Chriswell Baloyi, Founder and CEO, Matiyimela Investments

At the forefront of wealth creation

As founder and CEO of Matiyimela Investments, Dr Chriswell Baloyi has built a reputation for excellence and a track record of success. Blue Chip speaks to him about achieving financial freedom.
Victoria Reuvers, Managing Director, Morningstar Investment Management

The difference a year can make

Focus on the fundamentals, remove the emotion and trust the process, writes Victoria Reuvers, Managing Director, Morningstar Investment Management.
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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).
Nurturing Wealth stock image Canva premium

Nurturing wealth

Private Client Holdings has been chosen as one of the top wealth managers of 2024 at the prestigious Krutham Top Private Banks and Wealth Managers Awards. Blue Chip talks to director Andrew Ratcliffe.
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Offshore tax regulations: implications for South African investors, business owners and emigrants

In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses.

Reframing income and impact: the case for South African private credit

In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk.

Focused long-term returns

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.

Blue Quadrant Capital Management

Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.

Strategic learning for practising professionals: a case-based approach

In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
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