Momentum

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The stethoscope that listens to the heartbeat of our finances 

6 October 2024 is World Financial Planning Day, and Andile Jonas, Head of Marketing at Momentum Investo, looks into the importance of the discipline.
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.
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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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Vickie Lange, Head: Best Practice, Alexforbes

Second surge of savings pot withdrawals

While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
gen z and millennials are quietly disrupting the insurance industry

Gen Z and Millennials are quietly disrupting the insurance industry

A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Institutional Investment Insights 2025

Institutional Investment Insights Conference 2025

This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.
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