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 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.
The future of financial planning

The future of financial advice: A focus on behaviour and personalised...

According to the Strategic Head of Wealth Management, Financial Planning & Advice at Momentum Advice, Sonja Steyn, our blend of advanced technology and human expertise enables us to deliver a seamless and personalised advisory experience that is truly transformative.
Rudolph Geldenhuys, CERTIFIED FINANCIAL PLANNER® Professional, WealthUp

The ebb and flow of more caught than taught

Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
Nonhlanhla Nxele, CFP®, Founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy

It starts with me

Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
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The power of client segmentation: a key to growing your financial planning...

By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
touching heart stock image

Touching the hearts and minds through design-thinking communication

The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
Bryan Nicol, CFP® - Lifestyle Financial Planner & Owner

Bryan Nicol, CFP®| Financial Planner Profile

Blue Chip speaks to Bryan Nicol, CFP®, Lifestyle Financial Planner at Freedom Financial Planning, about his journey as a Certified Financial Planner®.
Mirror Success front and back cover

Mirror Success for Advisors

Kobus Kleyn, CFP®, a distinguished leader in the financial services profession, has launched his latest book, Mirror Success for Advisors, an invaluable resource for financial advisors, offering knowledge and practical advice from Kleyn’s extensive professional experience.

Crypto assets: an evolving landscape

This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
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Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.

South Africa’s Q1 GDP: A marginal win, but still a long road ahead

South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation.
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