Focus and intentional action are key to building generational wealth
As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning. By Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
Legacy planning: an act of care
In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy.
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
Anchored in advice
Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
A partnership for lifelong success
Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
Five ways a financial adviser can help you on your journey...
As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
Financial advice – the career of choice for young professionals and...
Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers.
Don’t let business get personal
Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
Mothering & Money
Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.
Getting SARS to sponsor your retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
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Most Popular
What key factors should institutional investors consider?
The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.
What risks and potential rewards need to be evaluated in structured products?
In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.
The transparency of structured products’ risk-return profiles and fees
When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing. But risk-return profiles in structured products sometimes depend on the interplay of guarantees, conditions and pay-offs. Embedded costs are difficult to evaluate but listed products should be disclosing these.
Alexforbes named South African Manager of the Year at the Raging Bull Awards
Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.
What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
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