Adv. Sankie Morata CFP®, Chief Executive Officer of Sanlam Trust When someone dies, the South African Revenue Service (SARS) doesn’t close their tax file. Any outstanding tax returns,...
Financial Planning
South African consumer credit trends shift as homeowners prioritise mortgages amid economic pressures
Jaco van Jaarsveldt, Chief of Strategy and Innovation at Experian Africa South African consumer credit trends show a significant shift in repayment behaviour, with homeowners...
Five forces changing what financial advice looks like today
Johan Minnie, CEO at Consult by Momentum Financial advice is changing, whether people realise it or not. It is changing because the way households earn, spend and plan has...
Buying property in a Trust: 5 things you need to know (before you sign)
Wouter van den Heever, Director at ASI Property We all want the same thing: to protect what we’ve worked hard for and make sure our families are looked after for generations to come....
Retirement is no longer an age – it’s a phase. Planning for multi-stage retirements in South Africa
Buhle Nxumalo, Financial Planner at Alexforbes For decades, retirement followed a familiar script. You worked until a set age, stopped earning an income, and relied on your savings or...
New regulations quietly changed the offshore investment game for married couples
Therese Grobler, Head of Wealth Management at Momentum Financial Planning The 2026 National Budget introduced an important shift for South African investors. The Single Discretionary...
Repeating Two-Pot withdrawals could weaken families’ long-term financial wellbeing
Lizl Budhram, Head of Advice at Old Mutual Personal Finance Old Mutual Personal Finance is urging South Africans to pause and seek professional financial advice before making another...
Why investors should act quickly as the new tax year opens
Niki Giles, Head of Strategy at Prescient Fund Services South Africa’s 2026 National Budget may not have delivered headline‑grabbing tax hikes or shock adjustments, but for savers and...
Highlights from the 2026 FPI Annual Refresher
Nathalie Burrows, Editor at EBnet The conversations at this year’s FPI Annual Refresher prompted me to reflect on how privileged I am as a financial planning professional to know the...
The confidence illusion: Why most South Africans think they’re ready for retirement (but aren’t)
Samkelo Zwane, Product Head, & Bheki Mkhize, CEO, of FNB Wealth Many South Africans believe they are “on track” for retirement. They’re saving something. They belong to an employer...
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