Maricel Erasmus and Sanet Eggett, Financial Advisors at ASI Wealth Many South Africans assume tax season begins in July, but that’s only when SARS issues the “report card.” The real...
Financial Planning
The laws that protect you when you need credit
René Moonsamy, chairperson of the National Debt Counselling Association When applying for credit or repaying it, South Africans may assume lenders have the upper hand, but when dealing...
The advice landscape is changing ‒ just not in the way most advisers think
Darren Burns, Head of Advice at Graviton Wealth Management For many independent financial advisers, the past few years have felt like a constant game of defence: more regulation,...
Low-income South Africans owe up to 8 times what they earn
Sebastien Alexanderson, Head of National Debt Advisors As of the 2025/26 financial year, debt levels among some South Africans have reached up to 28 times their monthly income,...
Your tax debt can delay your family’s inheritance
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,...
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...
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