Editor’s Thoughts.

Recent research by Momentum shows that having a financial planner makes a South African household richer. In fact, the data shows a considerable difference in all financial aspects of a household – insurance, investments, debt and retirement planning.

What’s interesting to me in this context is the concern of consumers expressed in the 2024 Sanlam Benchmark Survey –  mostly around trust. Now, if we know that financial advice is good for South Africans, yet we also know that South Africans have a healthy degree of skepticism when it comes to financial services (both products and providers) – how do we bring these two together? Well, we talk about it. And we surface the issues.

MJ Givens Kgasi (Octa) shares the red flags to look out for. While he’s talking in the context of trading, the lessons can be universally applied. Fees? Anyone talking about fees yet?

One of the things we’re also noticing is the increasing need for collaboration between retail (individual) and institutional (group) advice – accelerated by two-pot’s allowance for members to use their long term retirement funds as short term savings/emergency funds. Under Recent Reads, Siyasanga Kashe (Momentum) shares the gap that employee benefits can fill.

And Citadel and Coronation share some wise advice for the sandwich-generation and how to manage your life, your wealth and your investments.

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