Company Insights

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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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Here’s why business owners should work with independent financial advisers

Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
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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.
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The true value of advice

Investors who collaborate with qualified financial advisers significantly improve their chances of reaching their financial goals writes Edward Semenya, Senior Investment Specialist at Alexforbes.
inflationary pressures on stock

Which areas of the equity market might perform best should inflationary...

According to Tina Fong and Ben Read of Schroders, investors may need to reassess how they position their portfolios if inflation falls back as expected over the course of this year and next.
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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.
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