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...
Financial Planning
Volatility doesn’t destroy wealth – behaviour does
Mark MacSymon CFP® Wealth Manager at Private Client Holdings Market volatility is the price of admission to the investment system. Yet for most investors, periods of uncertainty feel...
When does good debt turn bad
Trecy Tshuma, Wealth Manager at Alexforbes We hear people talk about ‘good debt’ and ‘bad debt’, but debt can change sides. A loan that made sense at the start can become a problem...
7 myths about Wills – and what the law actually allows
Carin Meyer, Product Head: Wills and Deceased Banking at FNB Fiduciary A Will is one of the most important financial documents you will ever sign but it doesn’t override the law. Many...
Know your investor archetype: the behaviour that drives long-term outcomes
Adriaan Pask, CIO PSG Wealth We are living through a period where uncertainty is the baseline. Geopolitical conflicts and elections sit alongside South Africa’s familiar mix of...
Are you holding the right keys to financial freedom in South Africa’s challenging economy?
Sikhulule Mabece, Head of Legal and Compliance, Experian Africa As South Africa reflects on its hard-won liberties, it’s time to ask a crucial question about your own: are you truly...
Why you should consider a share portfolio (and how to do it)
Wendy Myers, Head of Securities at PSG Wealth A share portfolio is essential for long-term wealth creation, offering higher potential returns than cash or bonds to outpace inflation....
Celebrating Mom’s financial wisdom and how to build on what she taught you
Anri Armer, Financial Adviser at Momentum Financial Planning Before we had spreadsheets, banking apps, or diversified portfolios, we had Mom. Long before we entered the professional...
Should you marry your partner for financial protection?
Sarah Nicholson, Head of Customer Experience at JustMoney Many South African couples are surprised to learn that living together, even for many years, does not automatically confer...
Investing for the first time? Why ETFs in a Tax Free Savings Account is a powerful starting point
Niki Giles, Head of Strategy at Prescient Fund Services If you’re thinking about investing for the first time, you’re already ahead of the curve. For many South Africans, the hardest part...
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