MJ Givens Kgasi, Analyst at Octa As South Africa’s trading sector grows, so does the awareness of what makes a broker trustworthy—or not. According to a recent global survey conducted...
Financial Planning
Holistic wealth management: Balancing family support, growth and legacy planning
Jodi Suchard, Advisory Partner and Seugnet Moggee Fiduciary Partner, at Citadel South Africans in their mid-30s to 50s are navigating some of the most financially demanding years of...
A grounding list for your investment nervous system
Christo Lineveldt, Investment Specialist, Coronation Personal Investments Every time financial market prices fall meaningfully, our genetic disposition can make it feel like we are...
Advising to avoid the market turbulence trap
Paul Nixon, Head of Behavioural Finance at Momentum Investments The United States ‘on-again, off-again relationship with global tariffs has created tremendous volatility in markets. If...
Navigating the “death zone” moments of markets
Mark MacSymon, Wealth Manager at Private Client Holdings Liberation Day: another test of the plan On 2 April 2025, President Trump’s surprise “Liberation Day” tariff package, an...
Financial advice needs to be SA’s next big mindset shift
Sonja Steyn, Strategic Head: Wealth Management, Financial Planning and Advice: Momentum Advice Only 9% of South African households use a financial adviser. That means less than one in...
Shielding your wallet from rising healthcare costs – at any age
Brian Harris, General Manager Operations at Turnberry Management Risk Solutions Healthcare needs change throughout life, but one constant remains: the risk of medical expense...
Mid-year money check-in: Relief in sight, but caution still key
Sebastien Alexanderson, Head of National Debt Advisors As we reach the halfway mark of 2025, South Africans are navigating a mixed financial landscape. On one hand, petrol prices are...
Moms kick-start credit confidence
Afua Darko, Head of Business at Sanlam Credit Solutions In a world where time is short and demands are endless, South African moms are doing it all – raising families, building...
Global research reveals how AI is revolutionising financial planning
Press release from the Financial Planning Standards Board As artificial intelligence (AI) rapidly becomes an invaluable tool, new global research released today reveals insights into...
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