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How Consolidated Wealth Group is making advice quality repeatable....
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Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success....
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Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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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....
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How Consolidated Wealth Group is making advice quality repeatable....
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Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions....
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Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....
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