April 29, 2025
Achieving financial freedom is a journey, not a sprint
Adriaan Pask, CIO of PSG Wealth, outlines the path to financial freedom through disciplined long-term investing, smart portfolio adjustments, and risk management. He stresses the importance of diversification, inflation protection, and avoiding speculative investments in favour of reliable, goal-aligned strategies.
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April 29, 2025
A Legacy of Advice: How one family is guiding generations toward financial security
Salomi Holtzhausen of Momentum shares how financial advice became a family calling, with three generations now working in the profession. Their journey reflects a legacy of mentorship, values-driven service, and a passion for empowering clients across generations through transformational advice.
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April 29, 2025
Financial freedom shouldn’t be a struggle
As South Africans reflect on the hard-won freedoms of our past this Freedom Day, JJ van Wyk, Financial Adviser from Momentum Financial Planning, reminds us that we owe it to ourselves – and future generations – to pursue a new kind of liberation: financial freedom.
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April 29, 2025
How to achieve financial freedom – a mindset for building wealth
Thomas Berry, Head of Sales, PSG Wealth, says that achieving financial freedom is not solely about increasing income or making the best investment decisions; it also involves understanding how our behaviours and thought processes shape our financial choices.
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April 29, 2025
A New age dawns on financial advice
Financial advice is evolving into a people-first, tech-enhanced service focused on personalisation, values-based investing, and collaborative planning. Advisers are becoming trusted partners, guiding clients through life’s goals with ethical insight, innovation, and deep human connection at the core.
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April 24, 2025
What is a holistic financial plan? And why it matters
A holistic financial plan begins with defining your personal goals and assessing your finances. With guidance from a qualified adviser, budgeting, debt management, investing, and protection strategies create a flexible, robust foundation for long-term financial success and peace of mind.
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