Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.

With breaks

With breaks

 

 


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Blue Chip Issue 84

Lead features (Featured Layout)

Investment

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....

Retirement

Enhancing post-retirement income with discretionary solutions

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

Investment

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....

Featured

Setting the gold standard in financial planning

South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI....

More features

A changing world

This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel....

The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation

ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix....

The hidden dangers of being a trustee: are you or your clients exposed?

The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary....

Brittle financial health: the male crisis hiding in plain sight

Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State....


Events

The Investment Forum 2026

 

ABSIP Financial Services Symposium 2025

 

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