Financial Planning

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Online wills for estates below R10M

21 October 2020 | All

A valid will, with clear and concise instructions, is one of the most important documents a client will prepare in his or her lifetime, regardless of the value and composition of the estate.

Running and your money: The link between exercise and financial resilience

13 October 2020 | All

While some may believe that exercising is expensive, research shows that those that work out regularly reap financial benefits far beyond the cost of a pair of running shoes or a fitbit. In fact, several bodies of research have shown that those who exercise regularly earn more than those that don’t!

Own your financial journey and thrive: a guide by Momentum’s women of success

21 September 2020 | All

It’s a long-held truth that if you uplift women, you uplift society. Women have come a long way in empowering themselves, excelling in areas from the arts and sport to business and politics.

Fear and uncertainty dominate the personal financial planning landscape

27 July 2020 | All

The majority of your clients and potential clients have been deeply impacted by the coronavirus pandemic and ensuing national lockdown. One of the standout statistics shared during the 2020 Old Mutual Savings and Investment Monitor launch, held 16 July 2020, was that three in five South African households were earning less in May 2020 than in February. Another shocker is that two thirds of South Africans indicated that they were “constantly worried about losing their job or income”. Presented under the tagline know-better-do-better, the 2020 survey offered an early ‘peek’ into the financial damage caused by pandemic, and government’s response to it, to household finances.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results