Taking the logical next step – invest your savings money
During these unpredictable times, it is now more vital than ever for people to take the first step in changing their spending habits, and the next step to investing their money smartly, says Pierre Jean Marais, Retail Marketing, Momentum Investments
How to use financial products to enhance estate planning
An estate consists of the assets and liabilities that an individual accumulates during their lifetime and leaves behind at death. An individual should create and manage an estate plan to preserve, grow and protect their assets during their lifetime and ensure that those assets are transferred to successive generations, says Felicia Hlophe, Legal Advisor, Allan Gray
The hype around investing offshore is back at the euphoric levels...
Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received, allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder funds, says Sheldon Holdsworth, Old Mutual International, Regional Offshore Specialist.
Investing in building a Global Smart City – Johannesburg
Global Cities shoulder the responsibility of leading the economic growth of a nation. Johannesburg is the Global City of not only South Africa, but of the SADC region.
Retirement Planning – Round Table Discussion
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
A day in the life of a fund specialist
What does a day in the life of a fund specialist look like? Ali Simpkins, fund specialist at Momentum Investments, describes her role and how she assists financial advisers.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Lessons from the Comrades Marathon
Next year, my father, Barry Holland, is poised to take part
in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic
achievements and the striking parallels they provide
to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
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Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela
Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
What you need to know about AMETF transparency
According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more
dynamic and potentially higher-return opportunities.
Building a financially sustainable practice
Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
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