MJ Givens Kgasi, Analyst at Octa The South African Revenue Service (SARS) is no longer issuing warnings. It is enforcing. With new registration demands and cross-border data access,...
Financial Planning
Why income funds may be a smarter choice than cash right now
Ané Craig, Head of Fixed Income at PSG Asset Management The first half of 2025 has been marked by persistent volatility and subdued returns across South African fixed income markets....
How timing can shape your retirement journey
Stefan Cloete, Junior Research & Investment Analyst, at Glacier In the world of investments, the goal is often to achieve long-term growth. Investors typically look to mitigate...
Think Twice: Big policy announcements and market gyrations are challenging investors to make sense of what is happening and decide what to do about it.
Sean Neethling, Head of Investments at Morningstar Investment Management South Africa In April this reached a crescendo with US President, Donald Trump, announcing 100%+ tariff rates...
Time well spent: How a long-term financial plan transformed one couple’s lives
Sinawo Makalima, Financial Consultant at Alexforbes Eight years ago, I met a newly married couple just beginning their journey together. He was 29 and she was 26. Like many young...
Non-retirement fund benefits – what can happen upon death
David Hurford, Chief Executive Officer at Fairheads Benefit Services When it comes to the inheritance of minor heirs upon the death of a parent, the treatment of financial benefits...
Here’s how not to torpedo your stock portfolio
Wendy Myers, Head of Securities at PSG Wealth As an investor, the goal isn’t just about boosting returns; it’s about doing so without torpedoing your portfolio in the process. That means...
New to investing in shares? Here’s how to embrace the benefits of securities
Wendy Myers, Head of Securities at PSG Wealth When constructing an investment portfolio, the savvy investor knows that shares are the single asset class that provides real returns over...
“If I’d known then what I know now”: Investment pro’s share real money lessons for students
Fikile Mbhokota, CEO, Kingsley Williams, Chief Investment Officer, and Siyabulela Nomoyi, Quantitative Portfolio Manager, at Satrix* South African students spend nearly R1 700 a month...
Fill your financial cup: The self-care ritual Gen Z and Alpha can’t ignore
Bertie Nel, Head of Financial Planning and Advice at Momentum Born into a world constantly reshaped by technology, economic uncertainty, and global challenges, Gen Z (born mid-1990s to...
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