Murray Anderson, Head of Retail at Prescient Investment Management The headline numbers in South Africa's retirement debate are well-rehearsed. Only about 6% of South Africans can...
Financial Planning
Six ways IFAs can benefit from South Africa’s new conduct regulation
Keith Peter, Advice Manager at Old Mutual Personal Finance With the anticipated promulgation of the Conduct of Financial Institutions (COFI) Bill in September 2026, Independent...
The first 90 days: How to protect your wealth after resignation or retrenchment
Zanele Zungu, Associate at Citadel Advisory South African professionals facing sudden career transitions, such as resignation or retrenchment, are at a critical financial crossroads...
Should I stay or should I go? What the UAE’s ‘ghost flights’ teach us about financial advice
Nicola Langridge CFP®, Wealth Manager at Private Client Holdings and current FPI Financial Planner of the Year™ From ceasefires to blockades, we continue to watch a world that feels...
Why earning more isn’t making South Africans wealthier
Howard Freese, Certified Financial Planner® at Old Mutual Personal Finance South Africans are missing a critical opportunity to improve their financial futures, not because they are...
How to plan for retirement: a guide to building long term financial security
Laura Marais, Cross Border Tax and Fiduciary Adviser; & Lieze-mari Brink, Cross Border Tax and Fiduciary Adviser; at Investec Planning for retirement is one of the most important...
The risks of putting off estate planning or trying to do it yourself
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth A well-structured estate plan is more than just a strategy for intergenerational wealth transfer – it is one of the most...
The evolution of the hero adviser: Why empathy and expertise are the new gold standard
Aldert Brink, CEO of Momentum Financial Planning The role of financial advisers has always been rooted in helping clients make informed decisions about their finances. Traditionally,...
Old Mutual warns of “unseen tax” as geopolitical tensions hit household finances
John Manyike, Head of Financial Education at Old Mutual While global geopolitical tensions may feel distant, their financial impact is hitting South Africans closer to home than many...
SpendTrend26: South Africans pair a cautious spend recovery with a decisive shift to digital payments
Hylton Kallner, CEO of Discovery Bank Yesterday Discovery Bank and Visa released the findings of SpendTrend26, the fourth annual edition of their joint report on consumer spending...
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