Howard Freese, Certified Financial Planner® at Old Mutual Personal Finance South Africans are missing a critical opportunity to improve their financial futures, not because they are...
Financial Planning
How to plan for retirement: a guide to building long term financial security
Laura Marais, Cross Border Tax and Fiduciary Adviser; & Lieze-mari Brink, Cross Border Tax and Fiduciary Adviser; at Investec Planning for retirement is one of the most important...
The risks of putting off estate planning or trying to do it yourself
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth A well-structured estate plan is more than just a strategy for intergenerational wealth transfer – it is one of the most...
The evolution of the hero adviser: Why empathy and expertise are the new gold standard
Aldert Brink, CEO of Momentum Financial Planning The role of financial advisers has always been rooted in helping clients make informed decisions about their finances. Traditionally,...
Old Mutual warns of “unseen tax” as geopolitical tensions hit household finances
John Manyike, Head of Financial Education at Old Mutual While global geopolitical tensions may feel distant, their financial impact is hitting South Africans closer to home than many...
SpendTrend26: South Africans pair a cautious spend recovery with a decisive shift to digital payments
Hylton Kallner, CEO of Discovery Bank Yesterday Discovery Bank and Visa released the findings of SpendTrend26, the fourth annual edition of their joint report on consumer spending...
The squeeze is real: What rising consumer debt means for South Africa’s economic road ahead
John Loos, Economist, and Paul Yon, CEO of VCCB The conflict in Iran has created a long-running economic shock that’s affecting individuals and companies globally. Oil prices are...
For members approaching retirement, the March 2026 investment returns may pleasantly surprise them
Rob Southey, Head: Asset Consulting at Momentum Corporate Members retiring at the end of March 2026 would have seen a difficult short-term result in their market-linked investments. A...
The financial planning mistakes professionals make in their 30s and 40s
Jaco Prinsloo, Financial Adviser, Alexforbes A man plants two trees in his backyard. He waters one every day. The other, he tells himself he will get to ‘when things calm down’. Years...
Share trading jargon 101 – stripping back stock market trading terms
Wendy Myers, Head of Securities at PSG Wealth Driven by increased smartphone accessibility, the need for alternative income streams, as well as lower-cost, user-friendly digital...
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