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.

What leadership means to Consult’s new CEO

As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward.

The power of understanding financial behaviour

How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a...

Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
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From policy to people: How the Two-Pot System is reshaping retirement

Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.

Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.

Jacques Horn, CFP® | Financial Planner Profile

What inspired you to become a financial planner? I’ve always been fascinated by solving complex problems, and finance seemed to offer an endless supply of...

Announcement of Finalists for the 2025 Financial Planner of the Year...

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
happy-man-talking-his-wife-while-using-touchpad-meeting-with-real-estate-agent-office

Invest in the future of financial planning: Support the FPI Education...

With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals. 
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Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry.

The PROpulsion LIVE show is coming off the screen and into the room

PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice

At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.

Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
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