Jurgen Eckmann, Wealth Manager at Consult by Momentum Yesterday the South African Reserve Bank (SARB) increased the repo rate by 25 basis points, taking it to 7.00%, with banks expected to...
Financial Planning
What smart investors do when markets dip
Johan Minnie, CEO at Consult by Momentum You probably got a fright when you opened your investment portfolio the last few weeks. We all did. Global volatility always wreaks...
COFI Bill set to reshape financial advice industry as risk management moves to the centre of customer outcomes
Keith Peter, Advice Manager for Old Mutual Personal Finance South Africa’s financial advice industry is entering a period of significant regulatory transformation as the Conduct of...
Why South African investors should run their wealth like a business
Elelwani Ravele, Advisory Partner at Citadel As South African (SA) investors face increasing market volatility, rising living costs and longer retirement horizons, their long-term...
Being good with money isn’t a personality type, it’s a practice. Here is how to start
Michele Jennings, Chief Executive of glu For many South Africans, money isn’t a neat spreadsheet or a long‑term plan, it’s a daily source of pressure. It’s juggling debit orders,...
The psychology of financial resilience – Why mindset matters more than money
Thomas Berry, Head of Sales at PSG Wealth At its core, financial resilience is the ability to adapt, recover, and remain rational during periods of uncertainty or financial stress. It...
The growing importance of financial literacy in an uncertain economy
Aubrey Faba, Provincial Head at Momentum Financial Planning In an era defined by high inflation and interest rate volatility, financial literacy has shifted from a nice-to-have skill...
Volatility doesn’t destroy wealth – behaviour does
Mark MacSymon CFP® Wealth Manager at Private Client Holdings Market volatility is the price of admission to the investment system. Yet for most investors, periods of uncertainty feel...
When does good debt turn bad
Trecy Tshuma, Wealth Manager at Alexforbes We hear people talk about ‘good debt’ and ‘bad debt’, but debt can change sides. A loan that made sense at the start can become a problem...
7 myths about Wills – and what the law actually allows
Carin Meyer, Product Head: Wills and Deceased Banking at FNB Fiduciary A Will is one of the most important financial documents you will ever sign but it doesn’t override the law. Many...
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