Michael Whitehead, Business Unit Manager at Aon South Africa Spring has sprung and many of us are taking on the annual ritual of spring cleaning our homes and gardens. While you’re...
Financial Planning
Betting on a miracle: The debt trap behind South Africa’s R1.14 trillion gambling boom
Sebastien Alexanderson, Head of National Debt Advisors Gambling in South Africa has reached historic levels with South Africans wagering an astonishing R1.14 trillion last year alone,...
Your will is your last love letter: Why professional advice ensures your legacy is legally sound
Walter Combrink, Life Risk & Fiduciary Manager at Momentum Financial Planning A will is considered by many to be a simple, free legal document - something you can easily download...
No will, big problems: Why South Africans can’t afford to delay estate planning
Christel Botha, Fiduciary Services Manager at Alexforbes Life is unpredictable. While we cannot control when or how it will end, we can control how our loved ones are cared for after...
Legacy planning: An act of care, not an unpleasant task
Siyasanga Kashe, Executive Member Solutions at Momentum Corporate Planning for the future can sometimes feel overwhelming, but it’s really an essential way to show you care about your...
3 concerns for investors to watch in an uncertain world: Separating true issues from the noise
Adriaan Pask, CIO at PSG Wealth With global economic shifts unfolding rapidly, investors often find it difficult to distinguish what truly matters from the noise. But, stepping back...
Close to crisis: What South Africa’s female financial advisers want women to know
Lee Hancox, Head of Channel and Segment Marketing at Sanlam Sanlam’s 2025 research reveals that, on average, 45% of South African women surveyed don’t have life insurance. According to...
Young women save more, but still retire with less, Old Mutual finds
Keri-Lee Edmond, Head of Business Intelligence at Old Mutual Corporate Equal Pay Day highlights the gender pay gap by showing how much longer into the year women must work to earn the...
Your final verdict: Protect your legacy with a valid will
Tyler du Plessis, Legal Adviser at Allan Gray A will is one of the most important documents that you will execute. It furnishes control, clarity and peace of mind over how your assets...
Navigating double taxation agreements in retirement planning
Janine Langenhoven, Senior Legal Counsel at Ninety One For South Africans who have built their careers locally but now live abroad, the tax treatment of retirement fund benefits is one...
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