Stian de Witt, Executive Head of Financial Planning at NMG Benefits In South Africa, recent data shows that over 70% of working South Africans do not have a valid will, leading to...
Financial Planning
Your will is the last thing you leave – there isn’t a second chance to take care of your loved ones
Jeffrey Wiseman, Head of Momentum Trust The two things in life that are inevitable are death and taxes. The topic of death is always difficult to discuss but it remains a reality for...
How to establish and build up a good credit score
Tej Desai, Chief Executive Officer of Alefbet Collections & Recoveries Meet Themba, a 23-year old graduate who has just landed a permanent job as a graphic designer with an ad...
Your annual reminder to draft or update your Will
Sarah Love and Elmien Pols, both fiduciary practitioners at Private Client Holdings National Wills Week is from 16-20 September 2024 and is a good reminder to draft a valid Will if you...
Honouring our heritage while empowering future generations with the gift of financial wisdom
Thomas Berry, Head of Sales at PSG Wealth This Heritage Month, many South Africans will gather to celebrate and recognise our rich cultural diversity, traditions, languages and...
Young breadwinners vs insurance cover – What is a winning strategy?
Koketso Ntsoane, Key Accounts Manager at Metropolitan Life You’ll be forgiven for thinking life’s immediate needs are the ones our wallets must prioritise. Rent, groceries, school...
Feeling the financial stress? Maybe it’s time to spring clean your money mind.
Vanesha Palani, Executive of Financial Management at Nedbank With Spring underway, there's never been a better time to get your thinking straight and put your financial house in order....
Don’t scratch the two-pot withdrawal itch without the right advice
JJ van Wyk, Executive Financial Adviser from Momentum Financial Planning It’s here, the two-pot retirement system is live and South Africans are scrambling to dip into their savings...
Navigating Financial Planning for South Africans Emigrating Abroad
Rex Cowley, Director and Co-Founder of Overseas Trust and Pension The trend of South Africans seeking new opportunities abroad has been on the rise, with many relocating to countries...
We’re not in a recession, but we could be, and households should be financially prepared
JJ van Wyk, Executive Financial Adviser at Momentum Financial Planning ‘Recession’. This loaded term gets thrown around a lot and hangs over our heads like a malign portent of economic...
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