Momentum

Gender pay gap stock image.

Success by her design: 5 ways financial advisers can help bridge...

While progress has been made toward gender equality, women still face financial challenges, such as the gender pay gap and the "pink tax," that hinder their financial wellness. Momentum Senior Legal Adviser Sharon Hamman emphasizes the vital role financial advisers can play in closing this gap.
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Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
Pieter_Albertyn

Tax Thursday beats Black Friday

What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.
Digital solutions

Harnessing the power of digital solutions in wealth management

By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.

Diligent evaluation

How to get the most out of your relationship with your DFM.
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Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the family fortune 

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
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