Jessica Pillay, Financial Advisor at Momentum As the new year begins, South Africans take stock of their aspirations – most of which all hinge on one thing – financial security. While...
Financial Planning
Estate planning, legacy planning and your will – what’s the difference?
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth In the context of estate planning, we often talk about ‘leaving a legacy’, which may lead to the terms ‘estate planning’...
Beyond financial literacy: Building habits for long-term stability
Wanita Isaacs, Head of Key Accounts at Momentum As the country’s biggest retail bank, Capitec reported Black Friday transactions rising to an astounding R25.4 billion. While this...
The essential role of offshore trusts when repatriating wealth from abroad
Leah Mannie, Pensions and Business Development Manager at Sovereign Trust (SA) According to Stats SA’s 2023 migration profile report, there has been a noticeable increase in the number...
Does Being a Member of a Retirement Fund Guarantee a Comfortable Retirement?
Liesl Kleinsmith, Technical Marketing Specialist at Alexforbes Short answer: probably not…especially if you keep dipping into your retirement savings. Years ago, the concept of...
Empowering women through financial planning: breaking barriers and building trust to combat GBV
Thato Mahapa, Provincial General Manager at Old Mutual Personal Finance Financial independence is not only a means to achieving personal goals but also a critical tool in breaking...
Building financial resilience through habit stacking
Joretha Bothma, Head of Product Development, Underwriting, and Claims at Momentum Life Insurance The holiday season is a time of celebration where we focus on spending quality moments...
Why are people generally apathetic towards their financial planning?
Content curated by Perplexity AI with the prompt: Why are people generally apathetic towards their financial planning? People often exhibit financial apathy, characterised by a lack of...
Retirement income – what’s your perspective?
Bjorn Ladewig, Head of Distribution & Marketing, Just SA Whether you’re using GPS, a map, or the stars, navigating any landscape begins with knowing where you are, where you want...
Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics
Carla Bergareche, Global Head of Wealth, Client Group at Schroders, and Tim Boole, Head of Product Management, Private Equity, Schroders Capital More than half of advisers and wealth...
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