Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum There is a provocative argument gaining traction in tech circles: "Don't worry about squirreling money...
Financial Planning
Beneficiary disputes in living annuities: A wake-up call for insurers and advisers
Mtho Maphumulo, Partner: Insurance & Financial Services department at Adams & Adams Factual background: On 6 January 2026, the Pretoria High Court handed down a judgment in a...
Managing your tax intentionally to help grow your wealth
Thinus Marais, Financial Adviser at Momentum Financial Planning Maintaining better habits and hitting goals is a priority for most, but with February already here, that productive...
Housing the youth: Why under-35s are locked out of owning their first home
Ryan Lewarne, Junior Portfolio Manager at Anchor Capital Buying your first home has become increasingly challenging for young South Africans. While technology has made the world more...
Living by design: Citadel shares the top wealth management trends in 2026
John Kennedy, Director and Head of Wealth Management at Citadel As global markets prepare for 2026, South African (SA) high-net-worth (HNW) and ultra-high net worth (UHNW)...
SpendTrend festive season: Discovery Bank clients made nearly 400 trips to the moon and back
Hylton Kallner, CEO of Discovery Bank Discovery Bank, today, released its SpendTrend Festive Season edition. The analysis highlights travel and selected spending behaviours among...
The perfect storm: Pressure, access and inexperience
Keshnie July, Lending Product Owner; and Lehlogonolo Ramushu, Credit Risk Consultant; at Investec According to Keshnie and Lehlogonolo, the transition into adulthood is already...
5 Legacy conversations to have with family in January
Michelle Stark, Product Head Philanthropy at FNB Fiduciary January is the perfect time for meaningful family discussions. After the festive season, when everyone is relaxed and focused...
Avoid paying too much tax by being tax-savvy
Martin Riekert, Chief Commercial Officer at Momentum Investments Most financial decisions you make have a tax impact. Although tax can be complicated, with a few smart moves with your...
The February tax secret: How South Africans can cut their tax bill dramatically
Zander Loots, Financial Adviser at Alexforbes As we approach the end of February, phrases like ‘tax year-end,’ ‘financial year-end’ and ‘tax return season’ become part of everyday...
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