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

Featured

Kim Lewis, CFP®| Financial Planner Profile

Kim Lewis – CFP®, Naviganti Financial Planning CC
Blue Chip speaks to Kim Lewis, CFP®, Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®....

May/Jun/Jul 2024

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity
Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth....

Featured

Where to tech, and when to human

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Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion....


Thought Leaders

The Crue Invest team with the award.

Practice makes perfect

Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning....
Zeldeen Müller, CEO, AgendaWorx

Maximising efficiency in board management

Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI. ...
Fareeya Adams

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement....
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A case for precious metals

According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns. ...

Events

Practice makes perfect

 

Maximising efficiency in board management

 

Reimagining retirement planning

 

A case for precious metals

 

Consider the pros and cons of life and living annuities

 

Could smaller companies have a bright spot despite a gloomy environment?

 

Unleashing client success: the power of value-based conversations

 

The growing threat of cybercrime

 

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