Martin Rimmer, CEO of Sirago Underwriting Managers Health insurance planning is a critical aspect of overall financial wellbeing, particularly for women who face unique health needs...
Financial Planning
Gearing up for the financial realities of divorce
Leonie O’ Connell, Financial Advisor from Momentum In sickness and in health, till death do us part… these kinds of vows are all too easy to break. A marriage may be forever on the day...
Young investors think differently, but some principles are timeless
Haydn Johns, Head of PSG Life and PSG Invest from PSG Wealth There is an old saying that goes: “A good man leaves an inheritance to his children’s children.” Leaving a legacy is a...
Mastering compound interest: Everyone’s financial superpower
Gabriel Botha, Retail Business Development at Prescient Investment Management As we wrap up National Savings Month, it's an opportune time to highlight the power of compound interest,...
Your estate plan: A matter of life and death
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth When we think about estate planning, we think of a plan outlining a tax-efficient way to deal with our assets when we pass...
Your family’s financial safety net: The importance of an emergency fund
Leonie O’ Connell, a financial advisor at Momentum Life is full of surprises, both good and bad. As parents, the joy of raising a child is often coupled with a heightened sense of...
Understanding the three phases of retirement and how to maintain your quality of life throughout your golden years
John Kennedy, Director and Regional Head: Western Cape at Citadel As you approach retirement - the third phase of your life after childhood and your working years - planning for financial...
Women, younger South Africans feel most financial stress
Benay Sager, Executive Head of DebtBusters South Africans’ levels of financial stress have remained high for the past three years, affecting their home and work lives as well as their...
The Switch to a Living Annuity: A Pivotal Decision
Tania Pringle, Wealth Manager, Cartesian Wealth and Advisory Retirement - it’s the golden chapter of life we all aspire to. But how do we ensure that our pension funds not only sustain...
Tax doesn’t have to be taxing – a tax refund may be on the horizon
Sharon Hamman, Senior Legal Adviser at Momentum Right now, the cost-of-living crisis has forced South Africans to utilise every engine to help generate as much income as possible. One...
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