Stian de Witt, CFP®, Head of Financial Planning at NMG Benefits Only around nine percent of South African households consult with a financial adviser. At the same time, South Africans...
Financial Planning
Retirement isn’t the sunset we imagine. It’s a life stage that demands real conversations
Qhawekazi Mdikane, Executive Head of Brand Marketing at Momentum The two days that changed how I think about financial advice When I recently helped my mother move into a...
Aligning physical health with financial security
George Kolbe, Head of Life Insurance Marketing and Enablement at Momentum Life Insurance We invest in our physical health because we value our future. Our health is our biggest asset,...
Money conversations parents need to have with their kids
Kamal Patel, Financial Adviser at Old Mutual Personal Finance Parents are often reluctant to talk to their children about money. However, research shows that the home is the primary...
Tips to achieve financial freedom for generations to come
Adriaan Pask, Chief Investment Officer at PSG Wealth Freedom starts with inclusion and intent Human Rights Day and World Consumer Rights Day remind us that fair access to quality...
Navigating market volatility with a clear strategy
Hugh Hacking, CFA Executive: Structured Investments and Annuities at Momentum Corporate Financial markets have weathered everything from global pandemics to systemic banking collapses...
Why a bigger salary could still leave you feeling broke
Inanda Bezuidenhout, Franchise Principal, Consult by Momentum (Peak Sure) You earn a decent salary, drive a nice enough car and enjoy regular dinners out. You’ve made it, right? Then...
Insurance gaps are costing you more than you realise
Glenn Hickling, Head of Legal at BrightRock Life insurance seems simple enough … until you need to make real decisions about your risks, health, and financial future. With rising...
Financial planning for entrepreneurs versus salaried employees: why one strategy does not fit all
Ettienne Bezuidenhout, Wealth Manager at Alexforbes Financial planning is often viewed as a standard process, earn an income, save consistently and invest for retirement. In practice,...
Two-pot withdrawals reveal a bigger financial protection gap
Nic Smit, Product and Pricing Executive at Bidvest Life The two-pot system is designed to give South Africans access to a limited lump sum from their retirement savings once a year, to...
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