Financial Planning

Timing (time in) is everything - wealth generation and wealth preservation

Given current longevity trends, it’s not unusual for people to live to 95. This means that they can spend up to thirty years living off the capital they spent forty or so years generating.

Are you marrying an asset or a liability?

The perfect place for your bonus to become a bonanza

Pieter Albertyn, Head of Product Solutions at Momentum Investo, plays game show host.

A blueprint for personal financial success: Mid-Term Budget Policy Statement

As South Africa looks to the Mid-Term Budget Policy Statement (MTBPS) for macroeconomic guidance, many households begin to wonder what this event means for them.