Lizl Budhram, Head of Advice at Old Mutual Personal Finance Local financial advisers have another opportunity to demonstrate the value of their advice as they guide customers through National...
Financial Planning
Too much global exposure can hurt your retirement
Dr. Francois Stofberg, Senior Economist and Managing Director of Efficient Private Clients Until the early 2010s, South African investors had a strong bias towards investing in local markets....
Find financial freedom this Freedom Day
Bertie Nel, Head of Financial Planning and Advice at Momentum When South Africans celebrate their political freedom this Freedom Day, it’s an opportune time to also reflect on our personal...
Turn volatility into an opportunity
Pieter Hugo, Chief Client and Distribution Officer Over the past three years, investors have experienced quite a tumultuous time in global and domestic markets. Markets had very little runway...
Building up an emergency fund
Sumayya Davenhill, Head of Marketing, M&G Investments An emergency fund is one of those high-priority investments that everyone must have in life, since it provides you with a financial...
8 Simple Tips to Maximise Your Wealth
Nicole van den Munckhof, Certified Financial Planner® at Independent Securities Creating long-term wealth is not just about finding a fund manager with a purple patch or picking the next...
Pay attention to your BMI. The impact of age, health, and lifestyle on your life insurance premium
George Kolbe, Head of Life Insurance Marketing at Momentum Although it’s not an eventuality that any person wants to prepare for, life insurance is an essential investment in your future...
Guaranteed Annuities: Why they should be part of your post-retirement plan in a high inflation environment
Jaco Pienaar, Business Development Manager, Just SA In the last statement of the Monetary Policy Committee, Reserve Bank Governor Lesetja Kyanyago described inflation as “sticky” and revised...
Why investing isn’t gambling
Lynn Bolin, Head of Communications at M&G Investments You may have heard the cynical saying that the stock market is the world’s biggest casino. It implies that there’s no such thing as...
SA families urged to avoid bad debt this long weekend as interest rates soar
Charnel Collins, CEO of National Debt Advisors (NDA) “As we celebrate Family Day, let's take the time to have important conversations with our children about money and financial habits.” -...
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