Lindiwe Gumede, CMO of Metropolitan As we celebrate International Women’s Day on 8 March, it’s important to recognise that financial independence is a key pillar of gender equality....
Financial Planning
The budget rethink: Why now is the perfect time to check your financial plan
Therese Grobler, Head of Wealth Management at Momentum Financial Planning For many South Africans, financial planning isn’t just about numbers – it’s about turning ambitions into...
Supporting two generations comes at a cost for South Africa’s sandwich generation
Tony Singleton, CEO at Turnberry Management Risk Solutions The sandwich generation – those simultaneously caring for aging parents and supporting their own children – is a growing...
Where South African consumers spend and where they try to save
Benay Sager, Executive Head of DebtBusters On average, South African consumers spend 68% of take-home pay to service debt. How they allocate the rest differs by income band, as does...
From Trump’s tariffs to the GNU’s budget postponements – Reacting to market surprises
Adriaan Pask, CIO at PSG Wealth Markets are unpredictable, and 2025 has gotten off to a particularly volatile start. From aggressive tariffs to abrupt national announcements, investors...
Five reasons why gig workers should think about “formal” money goals
Pieter Albertyn, Head of Product Solutions at Momentum Savings In January, this year the Department of Trade, Industry and Competition (DTIC) started saying more about its planned...
Why retirement planning matters more than ever in South Africa
Jonathan Nel, Technical Head: Life and Invest at Growth House Planning for retirement is no longer a luxury, it’s a necessity. Yet, for many South Africans, the gap between what they...
Financial planning for everyone
Terence Tobin, Certified Financial Planner®, at Rich Ideas When to work with a financial planner The sooner one starts working with a financial planner the better. Often, I...
1Life Insurance Generational Wealth Survey 2025: Debt repayments crushing South Africans’ finances
Hayley Parry, Money Coach and Facilitator at 1Life’s Truth About Money The latest annual 1Life Insurance Generational Wealth Survey reveals that the majority of South Africans are...
Don’t avoid tax – avoid paying too much of it by being tax-savvy
Martin Riekert, Chief Commercial Officer, Momentum Investments Most financial decisions you make have a tax impact. Although tax can be complicated, with a few smart moves with your...
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