Nshalati Hlungwane, Institutional Clients Manager at Allan Gray Most investors aim to secure a sustainable income for a comfortable retirement. Yet many South Africans fall short,...
Financial Planning
Should AI be doing your financial planning?
Content curated by AI The prompt for Grok: write 600 words on the pros and cons of using AI versus an accredited financial advisor for your financial planning. Artificial...
Navigating your finances: key takeaways from the 2025 Budget Speech
Thabiso Ndebele, Associate Partner at the Ntiyiso Consulting Group The recent 2025 Budget Speech 3.0 brought with it some crucial announcements that will directly impact your household...
Selecting the right products for your journey to financial freedom
Linda Kleynscheldt, Head of Actuarial and Product at PSG Wealth To some, financial freedom seems like an elusive target only reachable by others. With inflation constantly snapping...
Navigating retail credit trends in 2025
Regan Adams, CEO of RCS As we headed into 2025, the stage seemed set for South Africa’s interest rates to drop, with inflation within the South African Reserve Bank’s (SARB) target...
More South Africans than ever are using loans to make ends meet
Benay Sager, executive head of DebtBusters Although consumer confidence has improved and the rollout of the ‘two-pot’ retirement system has provided some financial relief, more South...
Why broker trust matters: South African traders reveal red flags in new survey
MJ Givens Kgasi, Analyst at Octa As South Africa’s trading sector grows, so does the awareness of what makes a broker trustworthy—or not. According to a recent global survey conducted...
Holistic wealth management: Balancing family support, growth and legacy planning
Jodi Suchard, Advisory Partner and Seugnet Moggee Fiduciary Partner, at Citadel South Africans in their mid-30s to 50s are navigating some of the most financially demanding years of...
A grounding list for your investment nervous system
Christo Lineveldt, Investment Specialist, Coronation Personal Investments Every time financial market prices fall meaningfully, our genetic disposition can make it feel like we are...
Advising to avoid the market turbulence trap
Paul Nixon, Head of Behavioural Finance at Momentum Investments The United States ‘on-again, off-again relationship with global tariffs has created tremendous volatility in markets. If...
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