Riaan Botha, Head: Benefit Consulting and Actuary at Simeka Consultants & Actuaries When do we want to retire? When can we afford to retire? When are we allowed to retire? ...
Financial Planning
The cost of being unprepared
Zihaad Israfil, CEO of CFI Financial Group South Africa “Unpreparedness in your finances rarely announces itself with one dramatic event. More often, it shows up quietly — in the small...
10 Ways the National Budget will impact you, by Jurgen Eckmann, at Consult by Momentum
The 2026 National Budget – delivered by an upbeat Enoch Godongwana – seemed chocablok with good news. A credit rating upgrade! Removal from the FATF grey list! Debt finally stabilising after...
Budget 2026: Stable for government, still tight for households, by Sebastien Alexanderson at National Debt Advisors
For the first time in nearly two decades, South Africa’s national finances are showing signs of discipline. Debt is stabilising. The deficit is shrinking. In his budget speech, Minister Enoch...
Tuning out global noise: Why long-term investing still works
Warren Buys CFP® CFA®, Senior Wealth Manager and Investment Committee Member at Private Client Holdings February 2026 opened against a backdrop of relentless global noise. Political...
How to navigate the noise of the National Budget Speech – Thinus Marais, Momentum Financial Planning
Thinus Marais, Financial Adviser at Momentum Financial Planning Each year, the National Budget brings a wave of headlines, market reactions, and policy announcements that can feel...
Bracket creep: The silent tax – Carla Rossouw, Allan Gray
Carla Rossouw, Head of Tax at Allan Gray As South Africans anticipate the upcoming Budget Speech, many will be watching closely for indications of tax increases. But, according...
Call for Minister Godongwana to increase TFSA limits
Lizl Budhram, Head of Advice at Old Mutual Personal Finance More than a decade after tax-free investment accounts were introduced to encourage South Africans to save, Old Mutual...
Two tax moves every South African should make before the end of February
Sinawo Makalima, Financial Adviser at Alexforbes As the end of February approaches, many South Africans are focused on school plans or simply getting through the first part of the...
The most expensive mistakes investors make when they fall out of love with markets
Dimpho Sekhaolelo, Quantitative Analyst, and Bastian Teichgreeber, Chief Investment Officer, at Prescient Investment Management Roses are red, gold prices do not always stay green. Here is...
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