Roger Eskinazi, Managing Partner at Tickmill South Africa While global markets have been on somewhat of a rollercoaster since Trump’s re-election in November 2024, traders’ nerves have...
Financial Planning
Women in Wealth: Financial wellness for women
Nicola Landridge, Wealth Manager with Private Client Holdings We talk a lot about wellness—physical wellness, mental wellness, even spiritual wellness. We invest in healthy eating,...
How to plan for looking after elderly parents
Paul Menge, Actuarial Team Lead at Momentum Savings Most of us are struggling to keep our heads above water in a non-growth economy. It’s hard out there, and long-term savings seem to be...
Divorce and pensions: navigating recent legislative changes
Dionne Nagan, Legal Counsel at Ninety One When couples divorce, the division of assets can become a complex matter, particularly where retirement savings are involved. For financial...
The elements that influence how clients make financial decisions
Sean Hanlon, Executive Director at BrightRock We’d all like to believe that we can make smart financial choices. Ones that are rational, informed, and aligned to our long-term goals....
Guiding customers through storms: How financial advisers can deepen trust during a crisis
Sean van Zyl, Certified Financial Planner® at Old Mutual Personal Finance Whether it’s a medical emergency, sudden job loss or overwhelming debt, life has a way of throwing people off...
Don’t let inflation derail your retirement plan
Justin Wendover, Financial Consultant at Alexforbes We feel the effects of inflation in almost every aspect of our daily lives. From the rising cost of groceries to the escalating...
At the brink: Tariff tensions and political uncertainty keep South Africans on edge
Sebastien Alexanderson, Head of National Debt Advisors A brief reprieve in the form of a 90-day pause on punitive US tariffs has brought some short-term relief to South Africa’s...
The fight against financial illiteracy is on
Andile Jonas, Head of Marketing at Momentum Savings Our South African wallets are a beleaguered lot. This month, electricity prices are going up. Well, it seems all prices keep going...
Planning for Intergenerational Wealth Transfers in South Africa
Ettienne Bezuidenhout, Wealth Manager at Alexforbes Passing down wealth to future generations is more than just a financial strategy—it is about creating a lasting legacy. In South...
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