Imraan Jakoet, Head of Invest at Graviton South African adults can now transfer up to R2 million offshore per calendar year without needing to obtain pre-approval from the South...
7 ways to build a healthier financial heritage
Jessica Pillay, Financial Adviser at Momentum Financial Planning When we think about heritage, we tend to think about things we can touch, taste, or pass down through generations:...
Do I really need a will?
FPI Consumer Advisory National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our...
What will be left to inherit as South Africans default and retire with debt
Sebastien Alexanderson, Head of National Debt Advisors It’s Wills Week in South Africa, under the theme Prepare Today, Protect Tomorrow. But with 208,000 more South Africans falling...
Prevalence of ‘survival’ borrowing doesn’t mean all credit is bad
René Moonsamy, Chairperson of the National Debt Counselling Association Using credit to fund everyday expenses indicates ‘survival borrowing’, where households repeatedly rely on...
Offshore investing doesn’t have to be complicated
Wendy Myers, Head of Securities at PSG Wealth For many South Africans, offshore investing remains intimidating and we often see investors exhibiting what we call “home bias”. In other...
You don’t have to choose between sustainable retirement income and leaving a legacy
Martiens Barnard, Marketing Actuary at Momentum Investments Ask most people what they want from retirement, and you'll usually hear two things: an income they can count on, and...
The hidden estate: Why your digital assets should form part of your estate planning
Heather Muller, Estate Product Head at FNB Fiduciary When most people think about estate planning, they tend to focus on physical assets such as property, vehicles, investments and...
6 ways to manage the rising living costs
Andile Jonas, Head of Marketing at Momentum Savings It's not in your imagination - the cost of living is going up, according to a recently released report by the Competition...
5 myths South Africans still believe about Wills – but shouldn’t
Solani Sibanda, Senior Financial Planner at NMG Benefits Writing a Will is one of those tasks many people know they should do but often postpone. Part of the problem is that there are...
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