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.
Life after work
Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
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.
Reimagining retirement planning
According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Two-pot reform: Resist the urge to access your retirement annuity savings...
"Understand that any withdrawal is a costly advance on your ultimate retirement benefit" writes Pieter Koekemoer, head of Personal Investments at Coronation.
Consider the pros and cons of life and living annuities
Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Blending security and flexibility for retirement
One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
Getting SARS to sponsor your retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
How to retire in a volatile market
Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
How to support your ageing parents financially
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.
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Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
Blending families, balancing futures
The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.
A conversation for perspective: the first step in influencing client decisions
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
Protect yourself from financial fraud
Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself.
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