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.

Sean Hanlon highlights key behavioural biases impacting financial decisions: sticking to the familiar, loss aversion, anchoring, framing, and mental accounting. Recognising these biases enables advisers to create tailored strategies, fostering better financial habits and empowering clients to make smarter, more informed choices.

PPS reported a record R5.33 billion Profit-Share allocation to members in 2024, driven by strong operating and investment performance. Total member benefits reached R5.95 billion, reflecting the group's continued mutual model focus and growth in life-risk and investment business.

PSG Financial Services Limited (JSE:KST) reported strong results for the year ended 28 February 2025, with recurring headline EPS up 24.7% and ROE at 26.6%. AUM rose 15.7% to R470.7bn, driven by PSG Wealth and PSG Asset Management.

Nasia Seyuba of FinChoice urges women to include daughters in financial conversations, especially around credit. With women leading 42% of SA households, she shares practical tips to build responsible credit habits and boost financial literacy across generations.

Discovery Life has published its 2024 claims experience report, revealing a total of R11.5 billion paid to clients during the year. This comprised R6.85 billion in individual life insurance claims, R2.4 billion in Shared-value payments(rewards for healthy behaviours) and R2.3 billion in Group Risk claims.