Rozendal Partners

Rozendal Partners is a South African hedge fund and a global equity fund with R2.5-billion in assets under management....

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...

Estate Planning

Legacy planning: an act of care

In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy....

Thought leaders

	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....
	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....
	Legacy with purpose: empowering South Africans through knowledge Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all....
	UJ joins the CPD landscape with a dynamic Masterclass series University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series....
	From wealth to wellbeing: helping clients thrive, not just survive Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions....
	Accountability: taking ownership of outcomes Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics....

Events

	The Investment Forum 2026