Arno Jansen van Vuuren, Managing Director of Futurewise The two-pot lid has been lifted, with South Africans clamouring to access their retirement savings since the savings pot...
Financial Planning
Are your finances affecting your mental health? Five ways to break the cycle
Ross McMillan, Certified Financial Planner® at Momentum Financial Planning After another tough economic year, a spike in mental health issues has been exacerbated by job insecurity,...
Wealth Preservation vs Wealth Creation: Understanding the Distinct Phases of Wealth Management
Grant Alexander, Director at Private Client Holdings Wealth management is a multifaceted process that encompasses a spectrum of strategies and practices aimed at securing an investor’s...
Understanding How Behavioural Theory Transforms Financial Planning Practices
Rex Cowley, the Director and Co-Founder of Overseas Trust and Pension In a recent webinar with the Financial Planning Institute of Southern Africa, Rex Cowley, the Director and...
The Mental Health Cost Of Financial Independence
Sebastien Alexanderson, Head of National Debt Advisors In a society that glorifies wealth and financial independence, many are silently grappling with the hidden emotional toll of this...
How behaviourally informed advice rewrites your financial future
Sonja Steyn, Strategic Head of Wealth Management and Financial Planning & Advice at Momentum Many individuals often attribute their financial circumstances to their budgets and...
From paycheque to prosperity: how smart saving and investing go hand-in-hand
Roger Eskinazi, Managing Partner at Tickmill Managing your money is one of the most critical skills you’ll need to achieve financial freedom. And while it may be tempting to simply...
The importance of financial literacy
Denise Neethling, Head of Marketing at Paymenow Financial literacy is once again making headlines as South Africans begin to withdraw from their retirement savings under the new...
The importance of an emergency fund in the two-pot era
Tebogo Marite, Communications Specialist at Allan Gray The two-pot retirement system, which was implemented on 1 September 2024, aims to combat both immediate and long-term hardship by...
Dealing with the financial implications of getting divorced in your older years
Leonie O’Connell, Financial Adviser at Momentum Financial Planning Divorce is a time of immense stress – mental, emotional, and often financial; and this can be exacerbated when you...
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