12 February 2025

Featured

Financial Planning

Focus and intentional action are key to building generational wealth

As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning, writes Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning....

Practice Management

It’s always been good practice, but now it’s a legal requirement…

Financial education is no longer optional, and this is great news for consumers, writes Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI...

Thought Leaders

Retirement

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Investment

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

More Features

Retirement, financial education, and the curious role of AI

David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action....

Blending annuities

Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges....

Event

The Investment Forum 2026

 

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