Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
The evolving landscape of retirement income
As the retirement environment continues to evolve, blended annuity strategies offer a more resilient, diversified approach to income planning. By Rocco Carr, Business Development Manager, Glacier Financial Solutions
South Africa’s retirement industry is proving its resilience
Henré Prinsloo, Head of Employee Benefits and Actuarial Consulting at Momentum Corporate discusses the major trends impacting the local retirement fund industry and how recent regulatory changes have tested its resilience.
Capital Protector: A practical approach to retirement certainty
The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.
Announcement of Finalists for the 2025 Financial Planner of the Year...
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
Invest in the future of financial planning: Support the FPI Education...
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Offshore isn’t always greener: who would have thought it?
When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns:
Multi-Asset Co-Portfolio Managers at Mazi Asset Management
The two-pot system: One year on
Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
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Why good people ignore good processes
Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.
Oyster Catcher Investments
Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.
Helping clients turn wealth into lasting impact: The role of advisers in legacy giving
Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.
FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner
The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.
Strong partnerships create value
Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
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