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Financial Planning

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The power of choice in a shifting South African economy

The power of choice in a shifting South African economy

15 October 2025 | All

South Africa’s financial services sector is among the most advanced on the continent. In 2024, the country led with an insurance penetration rate of 11.54%, significantly surpassing the continental average of 1.47% in 2022 and drawing closer to the global benchmark of 5.6%. This demonstrates the depth and maturity of South Africa’s insurance landscape, a market that sets the pace for innovation and regulatory development across the region.

Financial planning considerations when investing offshore

Financial planning considerations when investing offshore

15 October 2025 | All

South Africa is considered a small emerging market in global terms, with the local stock market accounting for approximately 0.40% of the total global equity market capitalisation.

Independent financial advice: The power of choice in a shifting South African economy

Independent financial advice: The power of choice in a shifting South African economy

14 October 2025 | All

South Africa’s financial services sector is among the most advanced on the continent.

Success favours the focused: Why an annual financial review should be on your calendar

Success favours the focused: Why an annual financial review should be on your calendar

10 October 2025 | All

October is Financial Planning Month, a good time for South Africans to pause, reflect, and focus on the need for financial preparedness, says Aubrey Faba, Provincial Head at Momentum Financial Planning.

Plant now, harvest later: Spring is the perfect time for financial renewal

Plant now, harvest later: Spring is the perfect time for financial renewal

08 October 2025 | All
Getting married? The Focus talk you need to have before tying the knot

Getting married? The Focus talk you need to have before tying the knot

06 October 2025 | All
10 ways parents can plant seeds of financial wisdom early

10 ways parents can plant seeds of financial wisdom early

06 October 2025 | All
When it comes to your money, real advice still beats algorithms

When it comes to your money, real advice still beats algorithms

06 October 2025 | All
Protecting your future: How financial advisers can help you stay safe from scams

Protecting your future: How financial advisers can help you stay safe from scams

29 September 2025 | All
Protecting your future: How financial advisers can help you stay safe from scams

Protecting your future: How financial advisers can help you stay safe from scams

29 September 2025 | All
What if your heritage included financial peace of mind

What if your heritage included financial peace of mind

23 September 2025 | All
Heritage of success: We can inherit the next generation of financial literacy

Heritage of success: We can inherit the next generation of financial literacy

18 September 2025 | All