Why are more South Africans returning to their retirement savings?
Why are more South Africans returning to their retirement savings?
Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today.
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.
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Maximising offshore allocation in a living annuity
South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments.
Rethinking retirement
South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
Our profession must help the profession grow
A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.
Why are more South Africans returning to their retirement savings?
Why are more South Africans returning to their retirement savings?
Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today.
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