Andre Fredericks, Chief Operating Officer at Sanlam Studios South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is...
Financial Planning
Signing up for financial services online? Here’s how to avoid costly scams
Edward Wallace, Head of FinTech and Digital at The Unlimited You find a financial product online. The website looks polished. The offer makes sense. The sign-up process is quick....
The new alpha: Why your personality is the secret to financial success
Paul Nixon, Head of Behavioural Finance at Momentum Advice For decades, we’ve been told that financial planning is a maths problem. That once we master the numbers - interest rates,...
You shouldn’t have to fear outliving your money
Annalise De Meillon-Muller, Senior Legal Specialist: Advice at PSG Wealth For centuries, humans have grappled with mortality and the fears it brings. We have spent just as long seeking...
Why you won’t always have the final say on how your pension is distributed
Henré Prinsloo, Head of Employee Benefits at Momentum Corporate A recent ruling by the Pension Funds Adjudicator is a reminder that when it comes to retirement fund benefits, a...
Market volatility amid geopolitical tensions: Stick to your goals and maintain a diversified portfolio
Daniel van Andel, head of Platform and Adviser Proposition at Allan Gray Recent geopolitical tensions in the Middle East have triggered sharp swings in global and local markets, with...
Will AI replace financial advisers? Short answer: no
Stian de Witt, CFP®, Head of Financial Planning at NMG Benefits Only around nine percent of South African households consult with a financial adviser. At the same time, South Africans...
Retirement isn’t the sunset we imagine. It’s a life stage that demands real conversations
Qhawekazi Mdikane, Executive Head of Brand Marketing at Momentum The two days that changed how I think about financial advice When I recently helped my mother move into a...
Aligning physical health with financial security
George Kolbe, Head of Life Insurance Marketing and Enablement at Momentum Life Insurance We invest in our physical health because we value our future. Our health is our biggest asset,...
Money conversations parents need to have with their kids
Kamal Patel, Financial Adviser at Old Mutual Personal Finance Parents are often reluctant to talk to their children about money. However, research shows that the home is the primary...
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