Howard Gabriels, Credit Division Lead Ombud at the National Financial Ombud (NFO) As Black Friday approaches, guard against getting yourself in the red by impulse buying without a...
Financial Planning
Assessing and building your financial progress for a better 2025
Denise Neethling, Head of Marketing at Paymenow In the journey toward financial freedom, measuring financial progress is a vital component that cannot be overlooked. Understanding...
Loop structuring: An efficient way to maximise wealth with offshore investments
Coreen Van Der Merwe, Director at Sovereign Trust SA Investing offshore has long been a strategy of choice for high-net-worth individuals seeking to diversify their portfolios,...
Do you suffer from money dysmorphia?
René Basson, Head of Brand at Satrix If it seems like no matter how much money you make, you feel financially insecure, or no matter how stretched you are, you still spend impulsively,...
Navigating South Africa’s financial advisory maze
Edward Gibbens, Chief Executive: Distribution at PSG Financial Services In today’s information-rich environment, we have more access to financial knowledge than ever before. From...
The power of advice – a household’s guide to financial resilience in a post-MTBPS economy
Bertie Nel, Head of Financial Planning and Advice at Momentum As South Africa continues to contend with complex economic challenges, households feel the financial pressures highlighted...
Reassessing Financial Goals After a Two-Pot Withdrawal: The Adviser’s Proactive Approach
Henri Le Grange, Certified Financial Planner® at Old Mutual Personal Finance A withdrawal from retirement savings within the newly implemented Two-Pot Retirement System often signals a...
Navigating life insurance choices at every life stage
George Kolbe, Head of Life Insurance Marketing at Momentum A 2022 Financial Sector Conduct Authority (FSCA) report reveals that only one in ten South Africans have life insurance –...
7 Ways a financial adviser can add value to your life
Bertie Nel, Head of Financial Planning and Advice at Momentum Just like in cricket, success in one’s financial journey requires teamwork and strategy. As the ICC Women’s T20 World Cup...
Series of positive developments present a golden opportunity to repay debt
Benay Sager, Executive Head of DebtBusters South Africans' wallets are getting a little healthier as declining interest rates, inflation, and fuel costs free up extra cash. This and...
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