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.

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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.
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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...
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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.
Consolidated Wealth Group

Consolidated Wealth becomes an FPI approved professional practice™

The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™.
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How flexible and customisable should a DFM offering be?

As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.

Meet the Managers 2026

Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types...

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans.

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
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