John Loos, Economist, and Paul Yon, CEO of VCCB The conflict in Iran has created a long-running economic shock that’s affecting individuals and companies globally. Oil prices are...
Financial Planning
For members approaching retirement, the March 2026 investment returns may pleasantly surprise them
Rob Southey, Head: Asset Consulting at Momentum Corporate Members retiring at the end of March 2026 would have seen a difficult short-term result in their market-linked investments. A...
The financial planning mistakes professionals make in their 30s and 40s
Jaco Prinsloo, Financial Adviser, Alexforbes A man plants two trees in his backyard. He waters one every day. The other, he tells himself he will get to ‘when things calm down’. Years...
Share trading jargon 101 – stripping back stock market trading terms
Wendy Myers, Head of Securities at PSG Wealth Driven by increased smartphone accessibility, the need for alternative income streams, as well as lower-cost, user-friendly digital...
Where the app and adviser meet: The role of holistic financial advice
Andre Fredericks, Chief Operating Officer at Sanlam Studios South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is...
Signing up for financial services online? Here’s how to avoid costly scams
Edward Wallace, Head of FinTech and Digital at The Unlimited You find a financial product online. The website looks polished. The offer makes sense. The sign-up process is quick....
The new alpha: Why your personality is the secret to financial success
Paul Nixon, Head of Behavioural Finance at Momentum Advice For decades, we’ve been told that financial planning is a maths problem. That once we master the numbers - interest rates,...
You shouldn’t have to fear outliving your money
Annalise De Meillon-Muller, Senior Legal Specialist: Advice at PSG Wealth For centuries, humans have grappled with mortality and the fears it brings. We have spent just as long seeking...
Why you won’t always have the final say on how your pension is distributed
Henré Prinsloo, Head of Employee Benefits at Momentum Corporate A recent ruling by the Pension Funds Adjudicator is a reminder that when it comes to retirement fund benefits, a...
Market volatility amid geopolitical tensions: Stick to your goals and maintain a diversified portfolio
Daniel van Andel, head of Platform and Adviser Proposition at Allan Gray Recent geopolitical tensions in the Middle East have triggered sharp swings in global and local markets, with...
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