The digital gateway to visibility and trust for financial planners

Simplified processes lower the decision barrier. The less effort it takes to do business, the easier it is for clients to say yes. That thinking is exactly what sits behind South Africa’s top client engagement platform, ProfileMe. Blue Chip caught up with the founder and CEO, Rizanne Oosthuisen-Botha....

Practice Management

The quiet power of planting trees for tomorrow

Personal Trust was founded on a very simple but powerful idea: a return to personal and professional service. Although it may appear straightforward, Thando Gobe, CEO of Personal Trust, asserts that the idea was noteworthy at the time and continues to distinguish itself in many ways today. Blue Chip speaks to Gobe....

Thought Leaders

	AI is not coming for your financial planning job Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
	HUM South Africa 2026 – SHOW 18 Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

More Features

	Anchor Capital brings high-conviction active strategies to the JSE in low-cost ETFs Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
	A DFM who is not just talking technology AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
	Conversations over calculus Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
	Bateleur Capital Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
	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....