Thato Mahapa, Provincial General Manager at Old Mutual Personal Finance Financial independence is not only a means to achieving personal goals but also a critical tool in breaking...
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Building financial resilience through habit stacking
Joretha Bothma, Head of Product Development, Underwriting, and Claims at Momentum Life Insurance The holiday season is a time of celebration where we focus on spending quality moments...
Tailored employee benefits: a blueprint for lasting loyalty and growth
Shaun Raizenberg, Employee Benefits Consultant at Essential Employee Benefits In today’s competitive job market, businesses need to go beyond offering traditional benefits to attract...
Real returns in a rocky year
Izak Odendaal, Investment Strategist at Old Mutual Wealth To a year already packed with political intrigue, drama and a record number of elections, we can now add the sudden unexpected...
Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics
Carla Bergareche, Global Head of Wealth, Client Group at Schroders, and Tim Boole, Head of Product Management, Private Equity, Schroders Capital More than half of advisers and wealth...
Channel your festive spending – does your money personality affect it?
Bertie Nel, Head of Financial Planning and Advice at Momentum As the year draws to a close, many South Africans eagerly anticipate their year-end bonuses and thirteenth cheques, ready...
A two-pot holiday is more expensive than a credit card getaway
Therèse Havenga, Head of Business Transformation at Momentum Savings I usually sleep too late when it comes to booking a holiday. I’m so task-oriented at work that holiday times seem...
Spend your bonus wisely: make it work for you
Thomas Berry, Head of Sales at PSG Wealth As we approach the festive season, many professionals are eagerly anticipating their annual bonuses – a well-deserved reward for a year of...
Two-pot system survey: South Africans weigh in
Sarah Nicholson, Operations Manager of JustMoney.co.za A recent survey on South Africans’ views of the new two-pot retirement savings system reveals widespread financial pressure, with...
Trump policies and energy reform will dominate global and local market influence in 2025
Jason Swartz, Portfolio Manager, and Tana Mongwe, Head of Responsible Investment Research, at Old Mutual Investment Group As we prepare to move into 2025, prospects for local markets...
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