Investment

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.

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Investment Moments with Momentum Investments, Podcast Episode 4

In this episode of the Investment Moments with Momentum Investments podcast series, Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.
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Investment Moments with Momentum Investments, Podcast Episode 3

Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
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Investment Moments with Momentum Investments, Podcast Episode 2

In this episode of the podcast series, Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
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Investment Moments with Momentum Investments, Podcast Episode 1

In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.

The evolution of savings

Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity

Leading global financial services

South African wealth manager chosen for global Top 100 list

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
growth

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
Blue Chip Journal Issue 76

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.

Thinking beyond the crisis

Perspective is crucial when it comes to long-term investing.
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George Dell, Executive Director, Discretionary Fund Management

MitonOptimal South Africa

For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
The power of play in the workplace

The power of play in the workplace: how fun fuels success

According to Kruger, employees engaging in playful activities “experience a sense of freedom that allows fresh thinking, stronger connections with colleagues and increased motivation”.
Retirement planning workhops by Money Maestros in Middelburg 28 July 2025

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

Attend the Money Maestros 'Retirement Income Workshops' on the 28th of July 2025 in Middelburg- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
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