Enrico Louw, General Practice Principal at Old Mutual Personal Finance More customers are arriving at meetings with financial plans created by generative artificial intelligence (AI),...
Financial Planning
Offshore trusts are essential for wealthy South Africans returning home
Ralph Wichtmann, Managing Director of Sovereign South Africa For many high net-worth South Africans living and working abroad, the call of home is growing stronger. Whether prompted by...
Should securities investors pay attention to quarterly and annual results?
Wendy Myers, Head of Securities at PSG Wealth Company financial results – or earnings season – is watched closely by equity investors the world over. Understanding these metrics can...
Heritage month: Building the legacy we all deserve
Zihaad Israfil, CEO of CFI Financial Group South Africa “Heritage Month has always been a time for me to reflect on where we come from, for example, the languages, traditions, and...
Spring clean your insurance covers
Michael Whitehead, Business Unit Manager at Aon South Africa Spring has sprung and many of us are taking on the annual ritual of spring cleaning our homes and gardens. While you’re...
Betting on a miracle: The debt trap behind South Africa’s R1.14 trillion gambling boom
Sebastien Alexanderson, Head of National Debt Advisors Gambling in South Africa has reached historic levels with South Africans wagering an astonishing R1.14 trillion last year alone,...
Your will is your last love letter: Why professional advice ensures your legacy is legally sound
Walter Combrink, Life Risk & Fiduciary Manager at Momentum Financial Planning A will is considered by many to be a simple, free legal document - something you can easily download...
No will, big problems: Why South Africans can’t afford to delay estate planning
Christel Botha, Fiduciary Services Manager at Alexforbes Life is unpredictable. While we cannot control when or how it will end, we can control how our loved ones are cared for after...
Legacy planning: An act of care, not an unpleasant task
Siyasanga Kashe, Executive Member Solutions at Momentum Corporate Planning for the future can sometimes feel overwhelming, but it’s really an essential way to show you care about your...
3 concerns for investors to watch in an uncertain world: Separating true issues from the noise
Adriaan Pask, CIO at PSG Wealth With global economic shifts unfolding rapidly, investors often find it difficult to distinguish what truly matters from the noise. But, stepping back...
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