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8 March 2023
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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...

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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....


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