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In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking health experience into account.

Reana Steyn, CEO and Ombudsman for Banking Services, is proud that OBS has assisted thousands of customers—at no cost to the consumer—and recovered millions of rands, but she warns banking clients to be vigilant against scamsters.

Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".

Encouragement to thrive and strive for self improvement in 2024 from Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa.

Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.

In the pursuit of financial well-being, Andile Jonas, Marketing Head at Momentum Investo, advocates for making 2024 a year focused on effective money management. He advocates for the principle of "paying oneself first," emphasizing the importance of addressing retirement annuities, investments, and financial obligations. Jonas encourages revisiting budgets, involving family in financial decisions, and fostering awareness. He concludes by highlighting the 50/30/20 budget rule as a tool to align personal financial goals with helping others.

Cerina Bezuidenhout, co-founder and COO of Future Females Empowerment Initiatives, lays out the facts about women and inequitable financing, based on research done in South Africa and four other countries by the organisation.

Reflecting on what has contributed to our investment success 30 years on.

Exciting offshore discoveries are not the only areas exciting interest, as David van der Spuy, Manager: Resource Evaluation Manager at PASA, explains. Biogenic, coal-bed methane and shale gas are all showing possibilities.

Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.