Company Insights

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What a child can cost 

For Youth Month, Paul Menge, Actuarial Specialist at Momentum Investo, has calculated what the expenses for a child may add up to.
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Removing the jargon from your investment goals

Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
Hymne Landman, CEO: Momentum Wealth

Clients can invest up to 100% of their investment assets offshore,...

While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.
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Don’t let business get personal

Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
Riaan Bosch, Portfolio Manager at Equilibrium

The power of balance in your advice practice 

Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
Jonel Matthee-Ferreira CEO Cogence

Cogence’s first CEO, a seasoned leader in start-up ventures, finds the...

Cogence’s first CEO, Jonel Matthee-Ferreira, excels at building investment businesses and inspiring her team. She finds Cogence uniquely exciting and is confident that competitors cannot replicate it.
Jaco Gouws, Head of Proposition and Business Development, Private Clients by Old Mutual Wealth

The pinnacle of wealth curatorship

True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.
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Why choose semi-liquid funds for investing in renewable infrastructure? 

There are more opportunities for private investors to access renewable energy investments today, write Duncan Hale and Jack Wasserman of Schroders.
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The 2-pot system: An opportunity for advisors to support members’ goals

Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
avoiding the behavioral pitfalls of bitcoin

Avoiding The Behavioral Pitfalls of Bitcoin

Bitcoin has taken over the world and there are critical measures that investors need to be aware of, writes Paul Nixon, head of behavioural finance at Momentum Investments.
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Money Maestros retirement workshop 2025 bloemfontein

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.

South Africa’s Q1 GDP: A marginal win, but still a long road ahead

South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation.
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