John Kennedy, Director and Head of Wealth Management at Citadel As global markets prepare for 2026, South African (SA) high-net-worth (HNW) and ultra-high net worth (UHNW)...
Financial Planning
SpendTrend festive season: Discovery Bank clients made nearly 400 trips to the moon and back
Hylton Kallner, CEO of Discovery Bank Discovery Bank, today, released its SpendTrend Festive Season edition. The analysis highlights travel and selected spending behaviours among...
The perfect storm: Pressure, access and inexperience
Keshnie July, Lending Product Owner; and Lehlogonolo Ramushu, Credit Risk Consultant; at Investec According to Keshnie and Lehlogonolo, the transition into adulthood is already...
5 Legacy conversations to have with family in January
Michelle Stark, Product Head Philanthropy at FNB Fiduciary January is the perfect time for meaningful family discussions. After the festive season, when everyone is relaxed and focused...
Avoid paying too much tax by being tax-savvy
Martin Riekert, Chief Commercial Officer at Momentum Investments Most financial decisions you make have a tax impact. Although tax can be complicated, with a few smart moves with your...
The February tax secret: How South Africans can cut their tax bill dramatically
Zander Loots, Financial Adviser at Alexforbes As we approach the end of February, phrases like ‘tax year-end,’ ‘financial year-end’ and ‘tax return season’ become part of everyday...
Reset with confidence: Why your 2026 doesn’t need a new product, it needs a plan
Cebile Zibi, Head of Trade Marketing at Momentum Advice While January often arrives with the pressure of a "blank page," it is frequently a month of transition and recovery. True...
Portfolio diversification key to achieving retirement goals
Wendy Myers, Head of Securities at PSG Wealth Diversification is a necessary tool for any investor seeking portfolio growth with limited volatility, as it helps to reduce risk, enhance...
Consumers are overestimating life insurance costs by 184%
Izak van der Westhuizen, Chief FInancial Officer at BrightRock January is when many people take stock of their circumstances. From reassessing budgets to setting goals, consumers...
Why the tax-free savings account deserves a place in every portfolio
Diane Behr, Director & Operations Manager at Foord Asset Management Despite being available for many years, TFSAs remain underused or are often not used to their full potential....
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