Paul Nixon, Head of Behavioral Finance at Momentum Investments Although past performance is not a good indication of future returns, it seems to remain one of the main determinants of...
Financial Planning
How do you know when they’re ‘the one’?
Keith Naidoo, General Manager at Consult by Momentum When looking for someone to manage you and your family’s financial affairs, finding the right person can be a difficult process. And say...
How to start dealing with money guilt
Therèse Havenga, Head of Business Transformation at Momentum Investo What is money guilt and when does it become a major issue? I often compare money guilt with the guilt we feel...
Is SA equity a “safer” option than cash?
Pieter Hugo, Chief Client and Distribution Officer at M&G Investments Would it be safer to move more of my retirement savings from equity to cash until things settle in the markets?...
How pension funds can protect consumers in the anticipated two-pot pension system in SA
Murray Collyer, Chief Operating Officer at iiDENTIFii Soon, South Africans could have the option of placing their retirement fund contributions in two ‘pots’ – the one being the retirement...
What you need to know about setting up a family trust
Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth Mariska Redelinghuys, Legal Specialist: Advice, PSG Wealth, explains that trusts are not a one-size-fits-all – and how to know...
Experts call for inclusive financial education reform as more South Africans are pushed into debt and stress
Lizl Budhram, Head of Advice at Old Mutual Personal Finance Financial education in South Africa is still lacking, and much must be done to empower consumers to manage their finances better so...
Momentum Corporate welcomes the delay of the two-pot retirement system implementation until 2025
Dumo Mbethe, CEO - Momentum Corporate With less than 6 months to go before the initial proposed date for the two-pot retirement system to go live, and as there is still a lot of work to be...
Help clients get ready for retirement holistically
Gert Bezuidenhout, Regional Executive at Sanlam Sanlam's 42nd Benchmark report revealed that 25% of South Africans haven't started making retirement provisions. Now, the looming two-pot...
National Treasury accommodates many public comments on the two-pot retirement system proposals
Joon Chong, Partner & Nicolette van Vuuren, Senior Associate at Webber Wentzel National Treasury has amended its original proposals on the two-pot retirement system, taking public...
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