Financial Planning

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Does your Will provide the happily ever after you are hoping for?

15 March 2026 | All

Sharon Hamman, Momentum Senior Legal Adviser, unpacks what really happens behind the scenes when executing aa Will and shows how the lack of conscious, deliberate estate planning can leave a family in turmoil, leaving a legacy of chaos rather than one of peace and calm.

The foundation of freedom: 5 tips to build financial resilience

15 March 2026 | All

Human Rights Day is a reminder that freedom is a constitutional principle, but also something that must be experienced in everyday life. Beyond its historical significance, it requires us to think about the practical realities that make it possible for us to make life choices, plan ahead, and build secure futures. Giving individuals and families the confidence to navigate uncertainty and act with intention, financial stability plays a critical role.

New regulations quietly changed the offshore investment game for married couples

12 March 2026 | All

The 2026 National Budget introduced an important shift for South African investors.

The financial blind spot in modern relationships

10 March 2026 | All

South Africans carefully compare home loan rates, scrutinise insurance premiums, and negotiate car prices, yet when it comes to money in relationships, many abandon caution altogether. Joint bonds are signed. Surety agreements are concluded.

Ignore fleeting trends to achieve long-term financial resilience

27 February 2026 | All

The cost of being unprepared

24 February 2026 | All

Romance vs reality: Financial mistakes to avoid

18 February 2026 | All

The tax year end tantrum

18 February 2026 | All

Budget 2026: What South Africans Refuse to Cut from Their Personal Budgets

18 February 2026 | All

The piggy bank principle

17 February 2026 | All

Six ways couples can manage their money – which one is right for you?

16 February 2026 | All

Upgrade your budget for long-term wins

12 February 2026 | All

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