Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives....

What to look out for in an offshore platform

For South African clients, Momentum Wealth International provides a gateway to global markets through a secure and flexible platform designed to meet diverse financial goals, writes Hymne Landman, CEO at Momentum Wealth....

Thought Leaders

Retirement

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

More Features

	Our profession must help the profession grow A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future....
	Future-proof your move: why your next qualification should be immersive With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies....
	Shaping spaces that help great financial planners do their best work Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....

Events

	Global Financial Planning Conference ALL STARS

	Meet the Managers 2026

	The Investment Think Tank

Sneak peaks: Blue Chip, Issue 93

	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...
	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....
	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....