Momentum Corporate explores why legacy planning is an act of care rather than a legal chore, and unpacks the often-misunderstood role of Section 37C in protecting dependants. Financial Coach Tshepo Mathatho shares practical guidance and checklists to help ensure the right people are protected and families are not left vulnerable at a time of loss.

Discovery Bank is once again the bank with the best client sentiment in South Africa, leading the 2025 Banking Sentiment Index with a record 61% Net Sentiment score – more than double the industry average of 27%. This achievement underscores Discovery Bank’s position as the country’s digital banking champion and fastest growing bank*.

The COFI Bill will redefine professionalism in South African financial advice, and advisers who adapt early will lead the field, says Johan Minnie, CEO at Consult by Momentum

As the financial year-end approaches, Senior Wealth Manager Mark MacSymon urges South Africans to act now on key tax-efficient opportunities, from donations exemptions to RA and TFSA contributions, to avoid January admin pressure and make the most of 2025/2026 allowances.

A powerful year-end reflection by CFI South Africa CEO Zihaad Israfil on financial inclusion as a fundamental human right, highlighting how accessible tools, education, and technology can open economic participation to all South Africans and restore dignity through real opportunity.

Siboniso Dlungwane urges South Africans to enjoy the festive season without sabotaging their finances. He highlights the risks of overspending, skipping premiums, cybercrime, and poor planning, and encourages saving, staying insured, involving family, and using financial tools to enter 2026 confidently.