Lizl Budhram, Head of Advice at Old Mutual Personal Finance Old Mutual Personal Finance is urging South Africans to pause and seek professional financial advice before making another...
Financial Planning
Why investors should act quickly as the new tax year opens
Niki Giles, Head of Strategy at Prescient Fund Services South Africa’s 2026 National Budget may not have delivered headline‑grabbing tax hikes or shock adjustments, but for savers and...
Highlights from the 2026 FPI Annual Refresher
Nathalie Burrows, Editor at EBnet The conversations at this year’s FPI Annual Refresher prompted me to reflect on how privileged I am as a financial planning professional to know the...
The confidence illusion: Why most South Africans think they’re ready for retirement (but aren’t)
Samkelo Zwane, Product Head, & Bheki Mkhize, CEO, of FNB Wealth Many South Africans believe they are “on track” for retirement. They’re saving something. They belong to an employer...
Landing the retirement plane
Riaan Botha, Head: Benefit Consulting and Actuary at Simeka Consultants & Actuaries When do we want to retire? When can we afford to retire? When are we allowed to retire? ...
The cost of being unprepared
Zihaad Israfil, CEO of CFI Financial Group South Africa “Unpreparedness in your finances rarely announces itself with one dramatic event. More often, it shows up quietly — in the small...
10 Ways the National Budget will impact you, by Jurgen Eckmann, at Consult by Momentum
The 2026 National Budget – delivered by an upbeat Enoch Godongwana – seemed chocablok with good news. A credit rating upgrade! Removal from the FATF grey list! Debt finally stabilising after...
Budget 2026: Stable for government, still tight for households, by Sebastien Alexanderson at National Debt Advisors
For the first time in nearly two decades, South Africa’s national finances are showing signs of discipline. Debt is stabilising. The deficit is shrinking. In his budget speech, Minister Enoch...
Tuning out global noise: Why long-term investing still works
Warren Buys CFP® CFA®, Senior Wealth Manager and Investment Committee Member at Private Client Holdings February 2026 opened against a backdrop of relentless global noise. Political...
How to navigate the noise of the National Budget Speech – Thinus Marais, Momentum Financial Planning
Thinus Marais, Financial Adviser at Momentum Financial Planning Each year, the National Budget brings a wave of headlines, market reactions, and policy announcements that can feel...
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