Johan Strydom, Trust Product Head at FNB Fiduciary When it comes to life insurance, naming your minor child as a beneficiary may seem like the most natural decision. But according to...
Financial Planning
The four dimensions checklist: Make big money decisions better
Sherwin Govender, Business Development Manager, Glacier by Sanlam Many young professionals are earning well, but too much of that income goes into lifestyle upgrades and debt, not...
South Africans actively seek guidance on retirement savings decisions as households remain under financial strain
Denise Neethling, Head of Marketing at Paymenow As South Africa's two-pot retirement system marks its first anniversary, usage of the Paymenow app reveals that South Africans are...
Estate planning considerations for offshore assets
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth The old adage about not putting all of one’s eggs in one basket is frequently highlighted in the context of investing....
Do optimistic investors make more money?
Adriaan Pask, CIO at PSG Wealth Positive beliefs drive very healthy money habits. According to large-scale US studies done by Gladstone & Pomerance, optimists save 20% more than...
Love, lobola and loopholes – the R44m Mabuza estate warning
Advocate Sankie Morata CFP®, Chief Executive at Sanlam Trust The highly publicised legal dispute over the late former Deputy President David Mabuza’s R44 million pension payout is a...
When AI-advice underscores why financial advisers matter
Enrico Louw, General Practice Principal at Old Mutual Personal Finance More customers are arriving at meetings with financial plans created by generative artificial intelligence (AI),...
Offshore trusts are essential for wealthy South Africans returning home
Ralph Wichtmann, Managing Director of Sovereign South Africa For many high net-worth South Africans living and working abroad, the call of home is growing stronger. Whether prompted by...
Should securities investors pay attention to quarterly and annual results?
Wendy Myers, Head of Securities at PSG Wealth Company financial results – or earnings season – is watched closely by equity investors the world over. Understanding these metrics can...
Heritage month: Building the legacy we all deserve
Zihaad Israfil, CEO of CFI Financial Group South Africa “Heritage Month has always been a time for me to reflect on where we come from, for example, the languages, traditions, and...
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