Hugo Blom explores the shift from wealth accumulation to legacy building, outlining how focused planning, family governance, financial education and up-to-date estate documents can transform financial success into enduring, multi-generational family wealth aligned with Momentum’s Science of Success philosophy.
Not All Insurance is Created Equal! The founding partners of Cross Country Insurance Consultants realised this and set out to create an insurance product specifically for the 4×4 market.
As a former Minister of Finance, Nene brings a wealth of experience gained in policy formation for the broader financial services sector at a national level.
From 1 March 2023, the tax-free amount that can be taken as a lump sum payout from a retirement fund increased by 10%, from R25 000 to R27 500 before retirement, and from R500 000 to R550 000 at retirement.
This 8-part series shares the remarkable journeys of inspiring South Africans who have harnessed change to make a tremendous positive impact in their respective communities.
The Professional Provident Society (PPS), the financial services group focused solely on providing a diverse range of financial solutions for graduate professionals in South Africa, Namibia, and Australia, experienced a positive 2022 supporting members and returning value to them.
Families vary when it comes to their level of comfort about talking openly about their parents’ estate and end of life planning. All too often, this can be tender, or downright thorny ground.
Independent multi-family office Stonehage Fleming is delighted to announce the appointment of Irma Dick to its team of Directors as Head of Trusts and Estates in South Africa.
