The Two-Pot System will change the future of how we all...
South Africa is on the brink of a retirement crisis, with only 6% of the population prepared for a comfortable retirement. Starting September 1, 2024, the Two-Pot System will change retirement planning by allowing flexible access to savings.
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.
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Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
When is the ‘best’ time to invest offshore?
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.
Setting the gold standard in financial planning
South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.
Beyond the trophy: the invaluable lessons of a Financial Planner of the Year
Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.
Laurium Capital
Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
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