Harry Joffe, Head of Legal Services, & Gareth Friedlander, Deputy CEO; at Discovery Life Key data and insights: Clients with Vitality Money have a 37% higher Will completion and...
Financial Planning
Are we having the right conversations with women?
Claudelle Jacobs, Head of Claims at Bidvest Life Long-term wealth creation and retirement planning are fundamental components of any financial plan. However, leading discussions with...
What institutional investing can teach us about personal finance
Vongani Masongweni, Investment Analyst at Momentum Investments We hear the same advice on repeat, just in different fonts and colours: build an emergency fund, save for retirement, max...
When is enough really enough
Jaco Prinsloo, Financial Adviser at Alexforbes There is an old parable about a businessman who finds a fisherman resting beside his boat after a morning's work. 'Why aren't you still...
3 things every South African needs to know about having a will
Mariska Redelinghuys, Employee Benefits and Fiduciary Specialist at PSG Wealth A will is the one document no one thinks they need – until they do. Too few South Africans ever pause to...
Women are building wealth: Investing should be the next step
Palesa Moletsane, Head of Stockbroking at FNB Wealth and Investments Women play a vital role in driving economic growth and supporting households across South Africa. As more women...
South Africans are managing their money alone – and the wealth gap is showing
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...
Here’s how to manage your finances post-retirement
Natasha Huggett-Henchie, Consulting Actuary at NMG Benefits Many retirees feel like they’ve won the lotto when they see the total of their pension savings. But this initial excitement...
Spring-clean your finances: Steps South Africans should take before December arrives
René Moonsamy, Director at the National Debt Counsellors The National Debt Counsellors (NDC) is calling on South African households to use the start of spring to conduct a full review...
What will you leave behind? Why financial knowledge matters as much as wealth
Thomas Berry, Head of Sales at PSG Wealth During Heritage Month many South Africans think about what's passed from one generation to the next – usually culture, traditions and family...
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