Shiree Coetzer, Financial adviser at Alexforbes As I write this, I, like many others am counting down the days to the December leave period. It’s a time when we finally ‘down tools’...
Financial Planning
The hidden currency of control
Khensani Nobanda, Group Executive of Marketing and Corporate Affairs at Nedbank As the country marks 16 Days of Activism, financial abuse, one of the most overlooked forms of harm,...
Don’t blow your bonus: 5 better uses that’ll move you closer to your dreams
Salem Nyati, Consumer Financial Education Specialist at Momentum Group Foundation It’s the moment you’ve been waiting for all year. Your bonus has finally hit your account....
Make 2026 your year
Advocate Sankie Morata CFP®, Chief Executive of Sanlam Trust As 2025 draws to a close and the summer holidays approach, most of us start thinking about family time and taking a...
Protect your retirement savings from scammers and “finfluencers”
Niki Giles, Head of Strategy, Prescient Fund Services Your retirement savings are among your most valuable assets. But in today’s digital world, scammers are constantly finding new...
The retirement dragon – why now is a good time to slay it
John Anderson, Managing Executive at Sanlam Corporate: Investments Now may be your moment to slay the ‘retirement’ dragon and claim your treasure. Retirement fund members...
Focus on being tax-savvy when investing
Martin Riekert, Chief Commercial Officer at Momentum Investments Everyone’s journey is unique, but some goals, like growing your wealth and a comfortable retirement, are important to...
2025 Sanlam Legacy Wills Survey Findings
Adv Sankie Morata, Chief Executive at Sanlam Trust Sanlam Legacy once again collaborated with the ovatoyou research platform to survey 1,200 South Africans online. Two of the key take...
Navigating offshore investing options – how to select suitable offshore products for your needs
Linda Kleynscheldt, Head of Actuarial and Product, PSG Wealth South Africa is often described as the world in one country because of its scenic diversity. The same can be said of its...
AI is powering a remarkable shift from labour to capital
Sean Ashton, Head of Investments at Private Clients by Old Mutual Wealth Local investors will have to look offshore to generate returns from the new artificial intelligence (AI) led...
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