16 May 2023
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.

Featured

Financial Planning Institute

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy....

Compliance

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....

Client Engagement

When clients ask if they have done enough

Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice....


Thought Leaders

Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

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....

Events

Let the main thing remain the main thing

 

How to stretch retirement savings without chasing unrealistic returns

 

Africa’s trillion-dollar decade: don’t miss the boat

 

The financial planning views of the youth

 

Brittle financial health: the male crisis hiding in plain sight

 

Blending families, balancing futures

 

A conversation for perspective: the first step in influencing client decisions

 

The spirit of growth, generosity and renewal

 

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