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...
Financial Planning
Mother’s Day is for thinking about me (and my money)
Therèse Havenga, Head of Business Transformation at Momentum Investo Being a mother and wife means that I hardly ever think of myself first. I feel too guilty. I want my family to be...
What an emergency fund really is (and isn’t!)
Robyn Laubscher, Advice and Product Specialist, PSG Wealth John Lennon famously said, “Life is what happens to you while you’re busy making other plans.” To ensure you do not...
Why a conservative retirement plan isn’t watertight
Denis Viljoen, Business Development Manager at Glacier Playing it safe with your retirement plan could be an unsustainable approach in the long term. Here’s why experts suggest taking...
Risk is part of the formula for entrepreneurial success – so is the right financial advice.
Monique Schehle, Insights Lead: Strategy & Planning and Tshego Bokaba, Group Corporate Social Investment Manager at Momentum Metropolitan Holdings When statistics show that...
From childhood to freedom: Mastering financial independence
Andile Jonas, Marketing Head at Momentum Investo 27 April is Teach your Children to Save Day, on top of Freedom Day. Andile Jonas, Head of Marketing at Momentum Investo, shares...
Even Warren Buffet is sitting on piles of cash – but what are the risks?
Nirdev Desai, Head of Sales at PSG Wealth Many investors are currently sitting on the sidelines of the market – holding cash reserves while waiting for better investment...
SA elections and property advice: buy now, sell later
Renier Kriek, Managing Director at Sentinel Homes This year, almost half of the world's inhabitants will head to the polls to elect their new governments, including 8 of the world’s 10...
Reimagining retirement planning
Fareeya Adam, Head of Annuities at Momentum Wealth Retirement planning has traditionally been approached with limited options, often leaving people uncertain about their financial...
What to know about the elephant in the room – the one you bought on credit.
Sherwin Govender, Business Development Manager at Glacier by Sanlam “Personal debt – particularly the levels that people in South Africa have accumulated – is destroying our hopes of a...
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