30 October 2024

Featured

Insurance

For the people

At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks....

Financial Planning

Independent financial advice: the power of choice

Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind....

Thought Leaders

Investment

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Grant Alexander, Founder and Director, Private Client Holdings
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings....

More Features

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning profession

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award ...

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. ...

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance....
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings....

Events

2025 Financial Planning Summit

 

2025 FPI Professional’s Convention

 


Sneak peaks: Blue Chip, Issue 93

Rudolph Geldenhuys, CFP® - Senior Financial Planner at 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...
old couple stock image

The two-pot system and its implication for financial planners

By now, every financial planner and advisor should be well-versed in the two-pot retirement system implemented in September 2024. If you’re not, it may be time to reconsider your career choice. Wouter Fourie, CFP®, Director, Ascor Independent Wealth Managers, states that this system has introduced significant changes requiring a strategic retirement planning approach....
jar with money and a plant growing out of it stock image

What I’d like to know from my financial planner about climate change

According to Professor Mark New, Research Chair at the University of Cape Town, the world is already committed at least 1.5 degrees of warming and the chances of keeping below 2.0 degrees are rapidly diminishing. At 2.0 degrees the risks of catastrophic climate impacts become real....


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