Financial Planning

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How to start dealing with money guilt

How to start dealing with money guilt

13 November 2023 | All

What is money guilt and when does it become a major issue? Therèse Havenga, Head of Business Transformation at Momentum Investo, is looking for answers.

A holistic approach to financial planning

A holistic approach to financial planning

26 October 2023 | All

The ongoing professionalization of the financial services industry is a welcome development for clients, and the Global Financial Planning Standards lays down an important marker in terms of financial planning best practice.

Financial Planning leads to better outcomes – beyond wealth, but myths persist

Financial Planning leads to better outcomes – beyond wealth, but myths persist

04 October 2023 | All

New study shows South Africans who work with CERTIFIED FINANCIAL PLANNER® professionals have a better quality of life, enjoy more financial confidence and resilience, and are more satisfied with their financial situation.

When it comes to investing, what’s still holding women back?

When it comes to investing, what’s still holding women back?

08 September 2023 | All

Even experienced financial planners occasionally forget

Even experienced financial planners occasionally forget

04 September 2023 | All

Trusts remain an effective family financial planning tool, despite stricter tax controls

Trusts remain an effective family financial planning tool, despite stricter tax controls

28 August 2023 | All

Achieving succession planning success: The importance of a holistic succession strategy

Achieving succession planning success: The importance of a holistic succession strategy

28 August 2023 | All

Take a second look at your finances to end the year on a positive note!

Take a second look at your finances to end the year on a positive note!

21 August 2023 | All

Empowering South African women through financial independence

Empowering South African women through financial independence

15 August 2023 | All

5 Things women wish they could tell their younger selves about money and investments

5 Things women wish they could tell their younger selves about money and investments

03 August 2023 | All

SA’s millionaires head for the exits – and here’s where they are going

SA’s millionaires head for the exits – and here’s where they are going

02 August 2023 | All

Mind over money matters: Take these steps to nurture your financial mindset

Mind over money matters: Take these steps to nurture your financial mindset

01 August 2023 | All

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FAnews June 2026

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