Financial Planning

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Retirement planning: Why the tax benefits matter – and why they are not enough

27 January 2026 | All

As we approach tax year-end, many South Africans will be planning to top up their retirement annuities (RAs) and tax-free savings accounts (TFSAs). The discipline of maximising your annual R350?000 RA deduction limit and R36?000 TFSA allowance is the ideal foundation of a tax-efficient retirement plan.

Insurance vs. saving in 2026

26 January 2026 | All

It’s mid-January. The festive season is over, school WhatsApp groups are active again, and your phone lights up with notifications: medical aid, short-term insurance, levies, and life cover reminders of all the ways you’re trying to protect what matters most.

Five questions to ask your financial adviser at the start of the year

23 January 2026 | All

Andile Jonas, Head of Marketing at Momentum Savings, thinks we should keep the big picture in mind when making money resolutions.

Start-Stop-Continue: Your power money reset for 2026

22 January 2026 | All

Never mind 2026, right now all the talk is about twenty-twenty-fix: repairing, resetting and regaining momentum after a difficult past year that saw heightened global volatility, a seemingly never-ending bad news cycle, and the cost-of-living crisis intensifying.

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

5 Legacy Conversations to Have with Family in January

20 January 2026 | All

Reset with confidence: Why your 2026 doesn’t need a new product, it needs a plan

19 January 2026 | All

The 2026 financial detox: How to declutter your way to good financial health

16 January 2026 | All

Start the year financially prepared, not financially pressured

16 January 2026 | All

Portfolio diversification key to achieving retirement goals

16 January 2026 | All

5 Simple insurance resolutions you can actually stick to

15 January 2026 | All

Don’t forget to include your retirement products in your estate plan

14 January 2026 | All

One conversation at a time: How George Mahlakgane redefines financial advice

12 January 2026 | All

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