Adriaan Pask, Chief Investment Officer at PSG Wealth Freedom starts with inclusion and intent Human Rights Day and World Consumer Rights Day remind us that fair access to quality...
Financial Planning
Navigating market volatility with a clear strategy
Hugh Hacking, CFA Executive: Structured Investments and Annuities at Momentum Corporate Financial markets have weathered everything from global pandemics to systemic banking collapses...
Why a bigger salary could still leave you feeling broke
Inanda Bezuidenhout, Franchise Principal, Consult by Momentum (Peak Sure) You earn a decent salary, drive a nice enough car and enjoy regular dinners out. You’ve made it, right? Then...
Insurance gaps are costing you more than you realise
Glenn Hickling, Head of Legal at BrightRock Life insurance seems simple enough … until you need to make real decisions about your risks, health, and financial future. With rising...
Financial planning for entrepreneurs versus salaried employees: why one strategy does not fit all
Ettienne Bezuidenhout, Wealth Manager at Alexforbes Financial planning is often viewed as a standard process, earn an income, save consistently and invest for retirement. In practice,...
Two-pot withdrawals reveal a bigger financial protection gap
Nic Smit, Product and Pricing Executive at Bidvest Life The two-pot system is designed to give South Africans access to a limited lump sum from their retirement savings once a year, to...
The March financial reset
Maricel Erasmus and Sanet Eggett, Financial Advisors at ASI Wealth Many South Africans assume tax season begins in July, but that’s only when SARS issues the “report card.” The real...
The laws that protect you when you need credit
René Moonsamy, chairperson of the National Debt Counselling Association When applying for credit or repaying it, South Africans may assume lenders have the upper hand, but when dealing...
The advice landscape is changing ‒ just not in the way most advisers think
Darren Burns, Head of Advice at Graviton Wealth Management For many independent financial advisers, the past few years have felt like a constant game of defence: more regulation,...
Low-income South Africans owe up to 8 times what they earn
Sebastien Alexanderson, Head of National Debt Advisors As of the 2025/26 financial year, debt levels among some South Africans have reached up to 28 times their monthly income,...
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