Mark MacSymon, Wealth Manager at Private Client Holdings Liberation Day: another test of the plan On 2 April 2025, President Trump’s surprise “Liberation Day” tariff package, an...
Financial Planning
Financial advice needs to be SA’s next big mindset shift
Sonja Steyn, Strategic Head: Wealth Management, Financial Planning and Advice: Momentum Advice Only 9% of South African households use a financial adviser. That means less than one in...
Shielding your wallet from rising healthcare costs – at any age
Brian Harris, General Manager Operations at Turnberry Management Risk Solutions Healthcare needs change throughout life, but one constant remains: the risk of medical expense...
Mid-year money check-in: Relief in sight, but caution still key
Sebastien Alexanderson, Head of National Debt Advisors As we reach the halfway mark of 2025, South Africans are navigating a mixed financial landscape. On one hand, petrol prices are...
Moms kick-start credit confidence
Afua Darko, Head of Business at Sanlam Credit Solutions In a world where time is short and demands are endless, South African moms are doing it all – raising families, building...
Global research reveals how AI is revolutionising financial planning
Press release from the Financial Planning Standards Board As artificial intelligence (AI) rapidly becomes an invaluable tool, new global research released today reveals insights into...
Money lessons I learnt from my mother and grandmother
Therèse Havenga, Head of Business Transformation at Momentum Savings This Mother’s Day, I’m reminded that the early money lessons I’ve learnt didn’t come from textbooks or formal...
Single and about to retire? Here’s what you need to know.
Annalise De Meillon Muller, head of Technical Support at Glacier by Sanlam Whether you’re single, divorced, or widowed, planning for a future when you’ve closed the chapter on...
Understanding the cost of credit: is your personal loan interest rate within the legal limit?
Benay Sager, Chair of the National Debt Counsellors’ Association Despite the relief of no VAT increase and an inflation rate below the Reserve Bank’s target range, many South African...
Build a safer, smarter financial future with holistic financial planning
George Kolbe, Head: Life Insurance Marketing and Enablement at Momentum Life Insurance Have you ever thought about what your financial future really looks like? Not just your savings...
Filter Articles
