Natasha Huggett-Henchie, Consulting Actuary at NMG Benefits Many retirees feel like they’ve won the lotto when they see the total of their pension savings. But this initial excitement...
Financial Planning
Spring-clean your finances: Steps South Africans should take before December arrives
René Moonsamy, Director at the National Debt Counsellors The National Debt Counsellors (NDC) is calling on South African households to use the start of spring to conduct a full review...
What will you leave behind? Why financial knowledge matters as much as wealth
Thomas Berry, Head of Sales at PSG Wealth During Heritage Month many South Africans think about what's passed from one generation to the next – usually culture, traditions and family...
What South Africans don’t know about wills, death and their estates
Elandri Brecher, Attorney at Hammond Pole Attorneys There is far more to planning for death than simply signing a will, from the little-known three-month rule after divorce to debt,...
Baby balance sheet: the financial reality of starting a family later
Anri Armer, Financial Adviser at Momentum Financial Planning Becoming a parent is one of the most significant life transitions you will experience, but when you choose to start a...
The JSE still has a place in a diversified portfolio
Wendy Myers, Head of Securities at PSG Wealth In the late 1990s, we had more than 850 companies listed on the JSE. Today, that number is closer to 263. But the headline number needs...
Debt review, done properly: A road back to financial health
Ian Wood, CEO of Alefbet Collections & Recoveries Debt review carries a stigma in South Africa. For creditors and collections teams, a debt review flag on a client's file is often...
Busting the myths stopping South Africans from investing
Ray Mhere, CEO of Curate Investments Most of us want to build long-term wealth. Whether the goal is to provide for our families, buy a home, or achieve greater financial freedom,...
Your offshore share award has vested. What happens to the money now?
Harry Scherzer, CEO of Future Forex You’ve waited years for your offshore share award to vest. The shares are finally yours, you sell them, and suddenly you’re looking at a sizeable...
Shop, swipe, save: 7 tips to maximise loyalty programmes
Sarah Nicholson, Head of Customer Experience at JustMoney With the cost of living stretching budgets to breaking point, South Africans are increasingly looking for ways to save. Many...
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