As we open this edition of Blue Chip, I would like to extend a heartfelt welcome to every reader. With the arrival of summer, there is a renewed sense of energy, hope and promise. The cheerful songs of birds in the early morning serve as a gentle reminder of new beginnings and the ongoing cycles of growth, both in nature and within our profession. This time of the year is inherently optimistic – and I trust that optimism is reflected throughout this magazine and inspires your work in the coming months.
Celebrating the voices of our profession
One of the defining strengths of Blue Chip is its ability to bring together the collective wisdom of the Financial Planning Institute of Southern Africa (FPI) community. The contributions from our members offer insights that not only inform but also uplift and inspire.
In this edition, we are honoured to feature three significant articles from the FPI community.
In “A will is not a commodity” written by Louis van Vuren, CFP®, he reminds us that a last will and testament should never be treated as a mere transaction or something that can be casually selected off a shelf. Instead, it is the result of a comprehensive process of estate and financial planning, which requires a deep understanding of family dynamics, assets, liabilities and personal aspirations. Van Vuren’s reflections highlight that even in familiar matters such as drafting a will, there is considerable complexity and a need for professional expertise (page 51).
Kobus Oosthuizen, CFP®, shares his perspective in “Accountability: taking ownership of outcomes”. Oosthuizen explores the concept of accountability, emphasising that it is much more than simply avoiding blame. It is about actively taking responsibility for outcomes. Drawing from analogies in the healthcare sector, he challenges us to consider how accountability is influenced by our skills, ethical standards, client expectations and the frameworks established by regulators and third parties. His article serves as a timely reminder that accountability is an ongoing, collective responsibility that is fundamental to building trust (page 64).
Finally, Rudolph Geldenhuys, CFP®, our Financial Planner of the Year 2024/25, reflects on his journey in “Beyond the trophy: the invaluable lessons of a Financial Planner of the Year”. Geldenhuys shares the growth, sense of responsibility and opportunities that come with this prestigious recognition. His story is both motivating and encouraging – a true testament to the passion, resilience and professionalism that characterise financial planners in South Africa. Geldenhuys’s call for others to participate in the 2026 competition is an invitation for us all to strive for excellence and contribute to the ongoing advancement of our profession (page 22).
Together, these three articles showcase the depth and richness of our field, encompassing technical expertise, ethical reflection and personal development. On behalf of the FPI, I extend my sincere gratitude to these contributors for their role in enhancing our collective knowledge and professionalism.
Milestones and community highlights
Looking beyond the magazine’s pages, I am filled with appreciation for the recent milestones achieved by our community. The FPI Women’s Day event was a standout moment, providing a powerful platform to celebrate the leadership, resilience and vision of women in financial planning. This gathering was more than just a commemoration; it was a space for mentorship, meaningful dialogue and inspiration. The stories shared and the atmosphere in the room underscored the crucial importance of diversity and inclusion to the strength of our profession.
Another significant highlight was LeaderEx 2025. This event once again proved to be a valuable forum for dialogue and innovation. The FPI’s participation underscored the evolving nature of financial planning, as we adapt to emerging technologies, shifting client demographics and consumer needs. It was inspiring to witness how our core message – that financial planning is centred on people, ethics and long-term value – resonated with both professionals and the public. My heartfelt thanks go to every speaker, volunteer and staff member who contributed to making this event a success.
Looking ahead with optimism
As we embrace Q4 of 2025, let us carry forward the spirit of growth, generosity and renewal. May this edition of Blue Chip, serve as a source of inspiration, reminding us of the positive impact we can make together. I encourage you not only to support the FPI Education and Training Trust (see below) but also to remain engaged and committed to the profession that we all value deeply.
Warm regards,
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa
Fostering the future
Among our recent achievements, the launch of the FPI Education and Training Trust is especially meaningful to me. This initiative goes beyond mere funding; it is about creating real opportunities for students who might otherwise lack the means to enter the financial planning profession. Our aim is to ensure that the next generation of financial planners mirrors the diverse potential of our country.
We have set an ambitious goal: to raise R300 000 by 31 December 2025. With these funds, we can significantly impact the lives of students through bursaries and training, broadening the reach and influence of the profession. Each student we support represents another household gaining access to competent and ethical financial planning advice, resulting in a powerful ripple effect. By investing in the future of our profession, we are ultimately investing in the financial wellbeing of families and communities across South Africa.
I call upon every member, partner and reader to support the Trust in whatever way possible.
However, achieving this goal requires collective effort. I call upon every member, partner and reader to support the Trust in whatever way possible. Every contribution, regardless of size, brings us closer to our target. I encourage you to visit www.fpi.co.za, learn more about the initiative and consider how you might play a part in this journey. Together, we can reach our R300 000 goal and transform lives in the process.
Read this issue of Blue Chip
