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.

The most important signature of all

The most important signature of all 

Capital Legacy knows that you will sign many important documents in your life, but none more significant than your last will and testament. Here’s why that is the most important signature of all.
Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
The 2024 FPOTY Award finalists Rudolph Geldenhuys, CFP®, Gareth Collier, CFP® and René van de Spreng CFP® with Lelané Bezuidenhout, CFP® (FPI: CEO)

The FPI recognises the “cream of the crop” in the financial...

The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
Lara Warburton giving her acceptance speech after receiving the FPI FP award.

Independence: is it important?

Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
fund management firms

The investor value of smaller fund management firms vs the big...

The current approach perpetuates an environment without an incentive for anyone to start a new small fund management firm, says Reza Khan, Lodestar Fund Managers.
Carmel wealth

Supporting independent financial advisors with growth and succession

Carmel Wealth’s is committed to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
Profile photo of Lelani

Why you can trust your financial advisor

Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO.
Are independent financial planners facing extinction

Are independent financial planners facing extinction?

According to Warren Ingram, CFP®, Galileo Capital, independent financial planners are often seen as more trustworthy due to the lack of commission-based incentives, but they face challenges such as regulatory costs and competition from corporate financial planning firms, which may compromise advice standards due to product incentives.
Authentic financial planning

Courage: essential for authentic financial planning

Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
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Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

Recalibrating South Africa’s Industrial Edge

Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge
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