Blue Chip

The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™. This prestigious certification signifies that Foundation Family Wealth has met the FPi’s rigorous standards for excellence in financial planning, joining an elite group of nearly 25 FPi Approved Professional Practices across South Africa.

Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions Following years of negative sentiment, the FTSE/JSE All Bond Index delivered 17.18% in 2024 and a further 24.24% in 2025. With inflation remaining well contained, this translated into real returns of 14.18% and 20.64% for the respective calendar years – remarkable figures when set against the long-term expected real return of roughly 5%.

Daneel de Villiers, Investment Analytics Analyst, Fundhouse Quality investing is one of the most trusted long-term investment approaches. It focuses on companies with strong balance sheets, dependable profits and leading positions in their industries. These businesses are often well known, widely used and form part of everyday life. That familiarity can feel reassuring. However, this is also where risk can quietly build.

In 2017, just a year after joining Private Client Holdings, I watched my colleague, Mark MacSymon, CFP®, win the FPi Financial Planner of the Year Award™. I remember the excitement and pride we all felt as he accepted the award at the gala dinner. At the time, I knew very little about the competition itself. What I did see, however, was the journey that followed. How Mark shared his knowledge, contributed to the profession, nurtured his clients’ wealth and continued growing as a financial planner.

Olwethu Masanabo, Chairperson of the Board, FPI As chairperson of the FPI, I reflect on a year marked by growth, collaboration and a renewed appreciation for the critical role our profession plays in society. Serving the FPI has been an honour and a privilege, providing the opportunity to contribute to an organisation that promotes the value of professional advice for all South Africans.

A will is not only for wealthy people or those approaching retirement. Nor must it be drafted by an attorney to be valid. What matters is that it records your wishes clearly and meets the legal requirements. You do not need to own a house or have a large investment portfolio to make a will. Savings, a vehicle and personal belongings may still be important to the people you leave behind.

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa The Financial Planning Institute of Southern Africa (FPi) has announced PPS, Momentum and alexforbes Financial Planning Consultants as the three finalists for the 2026 FPi Recognised Corporate Partner of the Year Award.

Katlego Mei, CFP®, Financial Planner, Galileo Capital The financial planning profession plays an important role in South Africa. At its best, financial planning helps people make better decisions, understand their options, protect their families and build a more secure financial future. The Young Financial Planners Organisation (YFPO) has an important role to play. It exists to support, connect and inspire young and emerging financial planners.

Jean van Biljon, Jenwil BlueStar I don’t believe anyone chooses to become a financial planner – well, not as first choice. You enter this industry by accident and then you develop a heart for people and their well-being. I am a theologian by training, and I started my working career as a full-time minister in the flatlands of the Free State.

Hymne Landman, CEO, Momentum Wealth Momentum Wealth celebrates its 30th anniversary in September 2026. This milestone is an opportunity to recognise the partnerships that have shaped us and the future we continue to build with financial advisers and clients.