Financial Planning

5 life moments when South Africans wish they'd planned their forex sooner

Most South Africans only think about foreign exchange when a life event forces them to. A university acceptance letter arrives, a decision to emigrate becomes real, a property deal moves faster than expected. Suddenly, moving money across borders stops being abstract and becomes urgent.

Why tax is becoming one of the most important investment decisions

For years, investment success was judged mainly on returns. Tax planning was often left for year-end and treated as a separate exercise.

Your children might inherit your wealth, but will they know what to do with it?

Why do we dodge the doctor of our finances?

Andile Jonas, Head of Marketing at Momentum Savings, compares a talk with your financial adviser to a doctor’s visit.