Financial Planning / All

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.

Why “saving every now and then” is keeping you from building wealth

July is National Savings Month, and it is a good reminder to evaluate our financial habits.

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.