Nic Smit, Product and Pricing Executive at Bidvest Life If the Wright brothers’ first successful aircraft were a financial plan, income protection would be its propeller – the driving...
Financial Planning
5 Awkward conversations to have with your financial adviser
Johan Werth, Financial Adviser and Franchise Principal at Consult by Momentum Imagine meeting a prospective partner for a coffee and within 10 minutes of your first date, divulging how...
Young South Africans are too broke to save
Victor Bucarizza, Executive Partner at GIB Private Clients Young South Africans are feeling the financial squeeze more sharply than generations before them. With youth unemployment at...
Preserving your retirement capital: Why timing your withdrawals matter
Kerry King, Advisory Partner at Citadel As inflation remains elevated and market volatility persists, many retirees face difficult choices about when and how much to draw from their...
Financial anxiety? Here’s how to calm the storm
Michele Jennings, Chief Executive of glu (a division of PPS) Let’s be real…financial stress is one of the biggest pressures most of us face. It seeps into everything: sleep, focus,...
The hidden risk in same-sex inheritance: why domicile still matters
Elize Kramer, Wills Drafting Manager at FNB In a world where love knows no borders, the law still does. For same-sex couples in South Africa, the journey toward equality has been...
How to raise financially literate children – practical tips for parents
Mariné van Brakel, Deputy CEO at RCS RCS is urging parents to seize the moment and turn everyday activities into simple money lessons for children. Teaching basic financial habits...
Financial planning considerations when investing offshore
Robyn Laubscher, Advice and Product Specialist, PSG Wealth South Africa is considered a small emerging market in global terms, with the local stock market accounting for approximately 0.40%...
Getting married? The focus talk you need to have before tying the knot
Cebile Zibi, Head of Trade Marketing at Momentum Advice The real, foundational work for a successful marriage is in the financial alignment you achieve. You’re madly in love,...
6 Smart saving moves for senior South Africans
Sisandile Cikido-Nkatu, Head of Product at Nedbank October is Seniors Month, an ideal time to re-evaluate your retirement strategy. In South Africa, turning 55 marks the transition to...
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