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Financial Planning

 

Financial Planning / 11-02-25 / Duty Editor

Is car maintenance draining your wallet or protecting it?

"Waiting for a part to break or a system to fail -also known as reactive maintenance - often leads to much bigger expenses down the line. Take something as small as an oil leak. Ignore it for too long, and you could end up with serious engine…

Financial Planning / 29-01-25 / Duty Editor

Free tools and resources key to boosting financial literacy in SA

“By providing easy access to essential resources such as credit reports and personalised financial guidance, we’re equipping consumers with the knowledge they need to make better financial decisions,” says Riaan Nieuwoudt, Executive of Services…

Financial Planning / 24-01-25 / Tommy Jackson

New Momentum Financial Planning CEO Aldert Brink discusses his 2025 vision

"We may face many challenges in South Africa, but I firmly believe partnering with expert financial advisers can be powerful in unlocking our collective potential. My vision is to see financial literacy transform from an individual necessity…

Financial Planning / 23-01-25 / Chris Smit

The changing face of education: Planning for new realities in education

“We can expect to see more change in education in 2025. Access to wider educational opportunities both locally and internationally means that it is imperative that parents plan for it financially”, says Kresantha Pillay, Chief Specialist Lifestyle…

Financial Planning / 09-01-25 / Duty Editor

Prepare your finances for back-to-school costs

“It’s important to remember that education is one of the best investments you can make in your child’s future. Planning, prioritising, and creativity can help you start the school year right, and set your child up to succeed, without breaking…

Financial Planning / 06-12-24 / Sisanda Ndlovu

A two-pot holiday is more expensive than a credit card getaway

"I’ve asked our actuaries to do the sums. And they illustrate how hard it will be to make up for the alluring thought of going on holiday with retirement money, or on credit," says Therèse Havenga, Head of Business Transformation at Momentum…

Financial Planning / 05-12-24 / Daniel Nkosi

2025 Money Moves: When they Januworry, you will have money

"Financial discipline is important, especially during the last few weeks of the year – It is the basis for a healthy and stable financial life. Remember there are plenty of temptations and family pressures to deal with, so stick to the plan…

Financial Planning / 27-11-24 / Daniel Nkosi

JustMoney’s checklist: A strong finish to your financial year

“By reflecting on the past year, you can identify what worked well and where there’s room to improve. This process encourages a more thoughtful approach to managing your finances, enabling you to align your spending, saving, and investing habits…

Financial Planning / 13-11-24 / Tommy Jackson

From stubble to stability: Financial fitness for men’s health

"Health costs can quickly become burdensome, particularly when unexpected, but with financial preparation, they're easier to manage," says Ross McMillan, Momentum Financial Adviser.

Financial Planning / 30-10-24 / Shelly Nxumalo

Five essential insurance tips for a stress-free festive season

"Taking the time to maintain your home, update your policy, and enhance security isn't just about reducing risk; it's about having genuine peace of mind and being ready for anything, so you are free to celebrate the holidays without the weight…

Financial Planning / 30-10-24 / Chris Smit

Nearly 40,000 legacies secured this Wills Month

"Thankfully, we are making strides at improving this picture through continuous consumer education and working with thousands of financial advisors across the country, who support our mission of making the loss of loved ones easier and informing…

Financial Planning / 23-10-24 / Sisanda Ndlovu

Seven ways a financial adviser can add value to your life

“The right adviser is there to provide the expertise and guidance you need to confront the complexities of financial planning even when life can feel overwhelming and unpredictable at the best of times,” says Bertie Nel, Momentum Head of Financial…

Financial Planning / 16-10-24 / Daniel Nkosi

3 Reasons why you need a Tax-Free Savings Account in your Retirement Plan

“Having a TFSA product is especially important for retirees as they will be consuming tax-free growth in retirement. The income that they take from their TFSA product will not be taxed. Furthermore, it’s important that the type of TFSA selected…

Financial Planning / 16-10-24 / Chris Smit

Understanding how behavioural theory transforms financial planning practices

"A client's needs determine their behaviour. If the client's needs are met, their behaviour remains stable or constant. However, if their needs are not being met, or if the client feels that their needs will not be met or could be met more adequately…

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