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.
With the focus falling on Financial Planning Week between 3 and 9 October, there is no better time to get your personal finances in order. In the piece below, Tamryn Lamb from Allan Gray looks at how investors can get personal with their finances this month.
Every year on September 8, we celebrate International Literacy Day, and South Africa has just saluted the importance of financial literacy with Money Smart Week South Africa (from 29 August to 4 September 2022).
While much focus is placed on the importance of personal saving, SME owners also need to be encouraged to develop healthy saving habits within their businesses. ...
