Sonja Steyn, CFP®, Strategic Head: Wealth Management, Financial Planning & Advice, Momentum Advice We live in a world of contradictions "Go big or go home" we are told — but...
Financial Planning
Beyond the balance sheet: Exploring the emotional side of wealth
Daryl Coker, Adivosory Partner at Citadel In today’s world, wealth is being redefined. No longer measured solely by the size of a balance sheet, true wealth now encompasses a broader...
Five steps to a good estate plan
Johan Strydom, Fiduciary Product Head at FNB Estate planning isn’t just for the wealthy or the elderly. It’s a crucial part of anyone’s financial plan—regardless of age, assets, or...
Navigating market speculation: How investors can strategise for consistent and thoughtful investments
Adriaan Pask, Chief Investment Officer at PSG Wealth Twenty-four-hour trading apps, viral stock tips and a growing menu of leveraged exchange-traded products have created the most...
Understanding spousal status and marital regimes in financial and estate planning
Buhle Nxumalo, Financial Planner at Alexforbes Determining whether a person is married for legal purposes and tax purposes is paramount in their financial or estate planning journey....
What you need to know about pre-retirement overcontributions
Lieze-mari Brink, Tax & Fiduciary at Investec Understanding the impact of overcontributions to pre-retirement funds and using Section 10C of the Income Tax Act for effective...
Three financial literacy truths I wish I knew at 20 (hint: it’s about the small things)
Steven Amey, Head of Intermediated Distribution at Ashburton Investments If you were 20 today, and could learn about investing from scratch, you might be surprised to learn that it is...
Living by design: Planning for the three phases of retirement
John Kennedy, Director and Regional Head at Citadel As South Africa’s (SA) population ages and life expectancy increases, retirement is becoming a phased, multi-decade journey that...
Global crypto payment acceptance surges past Visa, Mastercard
Wiehann Olivier, a Partner and FinTech & Digital Assets Lead and Dinesh Gurlal Director, IT Assurance at Forvis Mazars in South Africa The crypto payment landscape has crossed the...
The retirement shocker they don’t tell you about
Tumiso Chidi, Channel Enablement Specialist at Momentum Savings You can call me a money man. I have worked in financial services all my life, and almost always part of my job has been...
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