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.

Mulalo Nemataheni, CFP®, Founder and CEO,ImPowerX Advisory Services

Mulalo Nemataheni CFP®

Instant gratification and “vhathu vha dori mini” [what will people say] syndrome also play a major role in making people do things that only serve them now and not in the future, and not for the benefit of future generations, says Mulalo Nemataheni, CFP®, Founder and CEO, ImPowerX Advisory Services
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The 7 Pillars of Financial Health by Rob Macdonald

The premier launch of “The 7 Pillars of Financial Health” by Rob Macdonald, will be hosted at Exclusive Books, Cavendish Square, Cape Town on the 27th of September 2023, 17h30 for 18h00.
Adrian Gore, CEO, Discovery

The fundamental need for health and behaviour modelling in retirement planning

Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
Rob Macdonald

The real significance of the number “93.6%” for financial planners

Given the multiple influences on our behaviour when it comes to investments, simply being educated about investments, and asking us to behave well doesn’t work. The key is to find ways to influence the person and their relationship with their investments, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
Photo of Kapil Joshi, CEO, Momentum Money.

The A.R.T of saving with Momentum Money

Gone are the days when businesses could create products and expect clients to mould their lifestyles to them, says Kapil Joshi, CEO of Momentum Money
Martiens Barnard, marketing actuary at Momentum Investments

Add some “BMT” to your clients’ retirement portfolios

When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.

Barry O’Mahony, CFP®

Done properly, financial planning is one of the most honourable professions out there because it can make a huge difference to people’s lives, says Barry O’Mahony, CFP®
Kobus Kleyn Column Image

Kobus Kleyn, CFP®

“In the constantly evolving realm of financial planning, the essence remains consistent: dedication, adaptability, and the unwavering commitment to client well-being drive the Profession forward.” Kobus Kleyn CFP

Tom Brukman, CFP®

What inspired you to become a financial planner? I spent a good six months in my mid-twenties exploring what profession I could build a career...
Young financial advisor

Advice for the young and advisors

In what is a first for the financial services industry in South Africa, a unique and innovative new independent consulting firm has been launched which offers expert business guidance to financial institutions and advisors.
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Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact in 2025 

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.

A home for independent financial planners

There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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