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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Unbelievable savings: discover the true low cost of AI

Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
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Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP® 

In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
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The rights of trust beneficiaries

In a discretionary trust, beneficiaries cannot demand benefits as trustees have full discretion over distributions, writes Dr Rika van Zyl.
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
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Crypto assets: an evolving landscape

This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
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How will COFI impact FSP representatives?

Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor.

Money issues in divorce

Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime.
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Do you want to take advantage of the highest first-world interest...

To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
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Five ways a financial adviser can help you on your journey...

As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
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The Two-Pot System will change the future of how we all...

South Africa is on the brink of a retirement crisis, with only 6% of the population prepared for a comfortable retirement. Starting September 1, 2024, the Two-Pot System will change retirement planning by allowing flexible access to savings.
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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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