Kobus Kunz - Head of Consulting, Efficient Benefit Consulting In the last five to ten years there has been a great push to make retirement fund costs more transparent. Changes to legislation...
Financial Planning
5 Things women wish they could tell their younger selves about money and investments
Nicole van den Munckhof, Certified Financial Planner® at Independent Securities We chatted with various women across South Africa to determine the invaluable wisdom they would share with...
Prioritise retirement over leaving an inheritance
Heather Bell, Business Development Manager at Just SA Providing enough resources for your children while, at the same time, taking care of your own financial future can be a difficult...
Securities can boost your family’s nest egg – The magic of dividends for passive income
Wendy Myers, Head of Securities at PSG Wealth Due to the rising prices of food and transport over the last few years, South African investors have seen an increase in the cost of living, as...
You may have longer than you think, and why it matters
Paul Hutchinson, Sales Manager, Ninety One Investors often underestimate the length of time their investments will be held. Paul Hutchinson, Sales Manager at Ninety One, explores the...
Gen Z: Our saving grace?
Anna Siwiak, Head of Product Development at Sanlam Umbrella Solutions Gen Z is radically different from previous generations. This is a generation that seems more financially conscientious...
Pick your product: Unpacking healthcare products available
Mbali Khumalo, Managing Director at Simeka Health, a partner of Sanlam Health Solutions Medical aid membership pools are shrinking, according to Sanlam’s 2023 Benchmark Research. Part of the...
Growth assets are the key to protecting retirement outcomes from high inflation
Marvin Nair - Head of Smoothed Bonus Products at Old Mutual As rates breach SARB’s upper limit, investors must ensure diverse and robust strategies to drive growth over the long term, says...
Smart ways to make the most of your tax return
Stian de Witt, CFP®, Executive Head of Financial Planning at NMG Benefits As the 2023 income tax season starts in South Africa, where taxpayers will soon be receiving their refunds, it's...
Claim Denied? Understanding and Overcoming Repudiation in Employee Benefits
Dumo Mbethe, CEO - Momentum Corporate CEO of Momentum Corporate Dumo Mbethe outlines the whole truth behind repudiation in employee benefits, arming employees with the knowledge to safeguard...
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