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.

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.
priscilla-du-preez-xM4wUnvbCKk-unsplash

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™.
humanising financial planning

Redefining financial advice for meaningful impact

Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum.
Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa

The status of electronic wills in South African law: still hanging

Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for...

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..

The future is now

Why advanced human skills are the superpower of the financial planner
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Best of both worlds

Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios.
- Advertisement -

Most Popular

how people become wealthy

How people become wealthy

But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time. Think Warren Buffett and Berkshire...

Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management

Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
- Advertisement -