Madaleen Janse van Rensburg, Regional Manager at Allan Gray A first job brings a first pay cheque and, for many, a first attempt at saving. Then life accelerates: potentially a first...
Financial Planning
Beyond tax: the evolution of offshore planning
Herman Redelinghuys, Business Development Manager at Sovereign Trust SA Offshore structuring has often been viewed through a single lens: tax efficiency. But while tax remains an...
Choose the right stokvel to maximise your savings
Sarah Nicholson, Head of Customer Experience at JustMoney South Africa marks National Savings Month in July. Among the many ways to save, stokvels can play a vital role in helping...
South Africa is looking better. Should you bring your money home?
Johan Minnie, CEO of Consult at Momentum South Africa is having a moment. After years of worrying about everything that could go wrong – loadshedding hammering businesses, the rand...
How the rising cost of living is reshaping SA’s money habits
Haydn Johns, Head of PSG Life and PSG Invest at PSG Wealth The cost of living in South Africa is accelerating at an alarming pace, with inflation jumping to 4.5% in May 2026 – the highest...
Why tax is becoming one of the most important investment decisions
Ettienne Bezuidenhout, Wealth Manager at Alexforbes For years, investment success was judged mainly on returns. Tax planning was often left for year-end and treated as a separate...
Take control of your 2026 tax-filing obligations – especially if you’ve accessed your two-pot savings component in 2025
Lihle Khumalo, Tax Specialist at Allan Gray “The tax-filing process may feel familiar, but taxpayers should not approach it on autopilot," says Lihle Khumalo, Allan Gray tax...
Six months gone, six months to go: Are your 2026 money goals still on track?
Kamal Patel, Senior Financial Adviser at Old Mutual Personal Finance At the start of every year, many South Africans set financial goals: to save more, pay off debt, build an emergency...
The uncomfortable truth about stock picking – and where beginners go wrong
Wendy Myers, Head of Securities at PSG Wealth If you’re eager to get into the stock market because you’ve heard it’s a fast-track to wealth, think again. The reality is that the...
The 9 o’clock client: Why the future of protection advice may have nothing to do with products
Walter Combrink, Life Risk and Fiduciary Manager at Momentum Financial Planning Financial advisers have always understood the importance of protection planning. We know that...
Filter Articles
