Shiree Coetzer, Financial Planner at Alexforbes June is Youth Month in South Africa, a time to reflect on the potential of young people and the role adults play in helping them build...
Financial Planning
Divorce doesn’t just split your assets. It splits your retirement
Andre Tuck, Senior Investment Consultant at 10X Investments We marry believing it’s forever, but nearly half of all divorces take place within the first decade of saying “I do”. When a...
The ‘tax traps’ catching ordinary South Africans off guard
Gus Arnold, Tax Specialist at NMG Benefits Many South Africans believe that if they earn below the tax threshold, R95,750 annually for those under 65 in 2026, they don’t need to file a...
Why your retirement plan may not be ready for the generational pivot
Cebile Zibi, Head of Trade Marketing at Momentum Advice The term ‘Sandwich Generation’ is widely used, it often understates the profound responsibility modern professionals carry by...
Protecting what matters most: A father’s legacy of care
Ross McMillan, Financial Adviser at Momentum Financial Planning When we think about what makes a great father, we tend to focus on the visible, everyday moments: teaching a child to ride a...
Extending the runway: A smarter approach to retirement planning
Riaan Botha, Head of Benefit Consulting and Actuary at Simeka Consultants and Actuaries Thinking of taking an early retirement? Think again. The question is less about when you want to...
What declining youth defaults tell us about South Africa’s economy – Experian report
Matiisetso Madito, Chief of Credit Bureau Services at Experian South Africa As South Africa marks Youth Month, new data from Experian’s Consumer Default Index (CDIx) reveals a stark...
Youth and financial planning
Adv John Simpson, the FAIS Ombud As we celebrate Youth Day on Tuesday, 16 June, the Office of the FAIS Ombud would like to take the opportunity to focus on this demographic, which...
How South Africa’s youth can build financial independence through good credit habits
René Moonsamy, Director at the National Debt Counsellors Youth Month is South Africa's annual opportunity to celebrate young people, honour their resilience, and invest in their...
Has retirement savings become South Africans’ emergency fund?
Bertie Nel, Head of Financial Planning and Advice at Momentum The Two-Pot retirement system has given many South Africans access to much needed cash to some of their retirement savings...
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