Henno Senekal, Distribution Marketing Manager at Old Mutual Personal Finance The new year is an opportunity for advisers to reconnect with customers in meaningful ways. It’s a time to...
Financial Planning
TFSA vs RA? A quick guide to choosing the right retirement investment products
Linda Kleynscheldt: Head of Actuarial and Product, PSG Wealth TFSA or RA? Fresh off the beach or an overseas trip – you could be forgiven for having acronym fatigue. But considering...
Have you maximised your tax-free savings this financial year?
Thomas Berry, Head of Sales at PSG Wealth The tax year-end on 28 February is fast approaching, but there’s still time to take action and get the most out of your contributions if you...
Money savvy tips for kids
Mariné van Brakel, Deputy CEO at RCS As the new school year begins, it’s the perfect time for parents to give their children a financial refresh. With the cost-of-living easing,...
Start 2025 on a firm footing – 7 key questions to unpack with your financial adviser
Bertie Nel, Head of Financial Planning and Advice, at Momentum South Africans have hit the ground running in the new year, leaving little thought for their financial security despite...
Make successful strides in 2025 with the science of habit stacking
Andiswa Mojapelo, Head of Client Success at Momentum Velocity Club New Year’s resolutions have gained a reputation for being short-lived and forgotten by the time February comes...
Back-to-school blues: 95% of parents stressed, 88% financially strained
Carol Mazaka, Consumer Director at 1Life Insurance The 2nd annual Back-to-School survey conducted by 1Life Insurance has shed light on the significant challenges parents face during...
The role of a securities portfolio in your holistic retirement plan
Wendy Myers, Head of Securities, at PSG Wealth Retirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a...
Making new year’s resolutions last
Nomi Bodlani, Head of Direct and Private Clients at Allan Gray As the new year starts, many South Africans will be setting new year’s resolutions – including financial and investment...
Teeing yourself up for financial success
Christian Helmbold, a Wealth Manager at Private Client Holdings You’re on the first tee. The fairway stretches out in front of you, with the flag fluttering in the distance. Every...
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