Financial Planning

June 17, 2025

Healing the hidden cost of financial literacy in SA’s men

For so many young South African men, their first salary represents freedom, independence, and a promising first step on the journey to success. Yet, Momentum Head of Financial Advice and Planning, Bertie Nel, says this achievement often goes hand-in-hand with a stark lack of financial literacy, breeding a silent vulnerability that extends far beyond their bank balance.

June 12, 2025

The SME solution to youth unemployment

June 9, 2025

Small businesses gain great exposure through Standard Bank’s multi-million rand radio campaign

June 4, 2025

‍Sanlam Risk and Savings paid out R6.62 billion in Claims in 2024

May 29, 2025

Liberty pays out over R12 billion in claims in 2024

November 8, 2023

Ain't nowhere to hide since overhaul of process for externalising funds abroad

It is becoming increasingly difficult for taxpayers (and specifically wealthier ones) not to be transparent and compliant in respect of their tax affairs.

November 7, 2023

Pension Fund Adjudicator bemoans conduct of Mafoko security patrols

The Office of the Pension Funds Adjudicator has been inundated with almost 1000 complaints by security officers about their employer Mafoko Security Patrols who they say deducted contributions from their salaries but did not pay it over to the fund.

November 9, 2023

What you need to know about setting up a family trust

Trusts remain one of the most effective estate planning tools for families, but setting up a trust is not a one-size-fits-all solution. According to Mariska Redelinghuys, Legal Specialist: Advice at PSG Wealth the suitability of a trust for your family will depend on your family’s particular needs and circumstances.

November 3, 2023

MTBPS Review: Bond market was priced for worse

It is rather unfortunate that fiscal policy in South Africa only gets attention twice a year -- around the time of the Budget Review and the Medium-Term Budget Policy Statement (MTBPS) -- as it has such profound implications for the bond market in particular, and the country at large

November 3, 2023

Experts call for inclusive financial education reform

Financial education in South Africa is still lacking, and much must be done to empower consumers to manage their finances better so they can extricate themselves from crippling debt and reduce pervasive financial anxiety.

November 2, 2023

Masthead MasterClass addresses concerns of Eastern Cape advisors

Many advisors in the Eastern Cape are grappling with the repercussions of the economic climate, said Ferdi Coetzee, Masthead Regional Manager for the Eastern Cape.