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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 journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

Should you invest in gold?

Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate.

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult.

Building value in a shifting landscape

Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.

The G20 dividend: Global status can help to secure SA’s economic...

By Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate.

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management.

Matrix Fund Managers

Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium.

Enhancing post-retirement income with discretionary solutions

When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.

When is the ‘best’ time to invest offshore?

Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.

Beyond the trophy: the invaluable lessons of a Financial Planner of...

Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.
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3% Inflation could change everything

A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning, asks Peter Foster, Chief Investment Officer, Fundhouse?

Building private equity allocations: Why wealthy investors have an advantage in 2026

Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.

The power in blending hedge funds

Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.

Not all DFMs are created equal – Why I rejoined the Equilibrium team

Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
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