Sharon Hamman, Senior Legal Adviser at Momentum The role of the nine-to-five is changing, and South Africa’s financial reality reflects this shift. According to the South African...
Financial Planning
Planning has become more common, but confidence has weakened
Deane Moore, CEO of Just SA The 2026 results indicate that financial planning behaviour remains widespread. Around four in five respondents report actively setting financial goals – a...
Four “silent spending habits” quietly eroding South Africans’ savings, says Old Mutual
Sean van Zyl, Certified Financial Planner® at Old Mutual Personal Finance As South Africans continue to navigate a difficult economic climate marked by rising living costs, fuel price...
Rate hike has a hidden upside for South African savers
Jurgen Eckmann, Wealth Manager at Consult by Momentum Yesterday the South African Reserve Bank (SARB) increased the repo rate by 25 basis points, taking it to 7.00%, with banks expected to...
What smart investors do when markets dip
Johan Minnie, CEO at Consult by Momentum You probably got a fright when you opened your investment portfolio the last few weeks. We all did. Global volatility always wreaks...
COFI Bill set to reshape financial advice industry as risk management moves to the centre of customer outcomes
Keith Peter, Advice Manager for Old Mutual Personal Finance South Africa’s financial advice industry is entering a period of significant regulatory transformation as the Conduct of...
Why South African investors should run their wealth like a business
Elelwani Ravele, Advisory Partner at Citadel As South African (SA) investors face increasing market volatility, rising living costs and longer retirement horizons, their long-term...
Being good with money isn’t a personality type, it’s a practice. Here is how to start
Michele Jennings, Chief Executive of glu For many South Africans, money isn’t a neat spreadsheet or a long‑term plan, it’s a daily source of pressure. It’s juggling debit orders,...
The psychology of financial resilience – Why mindset matters more than money
Thomas Berry, Head of Sales at PSG Wealth At its core, financial resilience is the ability to adapt, recover, and remain rational during periods of uncertainty or financial stress. It...
The growing importance of financial literacy in an uncertain economy
Aubrey Faba, Provincial Head at Momentum Financial Planning In an era defined by high inflation and interest rate volatility, financial literacy has shifted from a nice-to-have skill...
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