Adriaan Pask, CIO PSG Wealth We are living through a period where uncertainty is the baseline. Geopolitical conflicts and elections sit alongside South Africa’s familiar mix of...
Financial Planning
Are you holding the right keys to financial freedom in South Africa’s challenging economy?
Sikhulule Mabece, Head of Legal and Compliance, Experian Africa As South Africa reflects on its hard-won liberties, it’s time to ask a crucial question about your own: are you truly...
Why you should consider a share portfolio (and how to do it)
Wendy Myers, Head of Securities at PSG Wealth A share portfolio is essential for long-term wealth creation, offering higher potential returns than cash or bonds to outpace inflation....
Celebrating Mom’s financial wisdom and how to build on what she taught you
Anri Armer, Financial Adviser at Momentum Financial Planning Before we had spreadsheets, banking apps, or diversified portfolios, we had Mom. Long before we entered the professional...
Should you marry your partner for financial protection?
Sarah Nicholson, Head of Customer Experience at JustMoney Many South African couples are surprised to learn that living together, even for many years, does not automatically confer...
Investing for the first time? Why ETFs in a Tax Free Savings Account is a powerful starting point
Niki Giles, Head of Strategy at Prescient Fund Services If you’re thinking about investing for the first time, you’re already ahead of the curve. For many South Africans, the hardest part...
The six retirement costs you aren’t budgeting for
Murray Anderson, Head of Retail at Prescient Investment Management The headline numbers in South Africa's retirement debate are well-rehearsed. Only about 6% of South Africans can...
Six ways IFAs can benefit from South Africa’s new conduct regulation
Keith Peter, Advice Manager at Old Mutual Personal Finance With the anticipated promulgation of the Conduct of Financial Institutions (COFI) Bill in September 2026, Independent...
The first 90 days: How to protect your wealth after resignation or retrenchment
Zanele Zungu, Associate at Citadel Advisory South African professionals facing sudden career transitions, such as resignation or retrenchment, are at a critical financial crossroads...
Should I stay or should I go? What the UAE’s ‘ghost flights’ teach us about financial advice
Nicola Langridge CFP®, Wealth Manager at Private Client Holdings and current FPI Financial Planner of the Year™ From ceasefires to blockades, we continue to watch a world that feels...
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