Focus and intentional action are key to building generational wealth
Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.
Industry News
MediCheck claims win as Discovery Health writes off up to R170m in ATB recoveries
Discovery Health has abandoned recovery action against more than 16 500 members, agreeing to absorb up to R170 million in overpaid ATB claims after sustained pressure from MediCheck,
Suretyships mean what they say: advisers learn hard lessons after broker house collapse
A Northern Cape High Court ruling shows how easily advisers can be left personally exposed.
Arbitration confidentiality offers no shield in South African courts, warns High Court
The High Court confirms that evidence from confidential arbitration can be disclosed in related South African litigation, forcing insurers and other parties to rethink how they manage arbitration materials.
Employers urged to nudge workers to track their retirement progress
Many employees know how much they are contributing but not whether it will deliver a sustainable income.
Honouring obligations, securing futures: a guide to managing family support
Balancing ‘Black Tax’ with your own financial security is possible through clear boundaries, strategic planning, and professional guidance.
CMS steps in as Discovery Health begins recovering pharmacy overpayments
Discovery Health is engaging affected members individually after a processing error led to some pharmacy claims being paid beyond Above Threshold Benefit limits during 2025.
Matric results row rolls into 2026 as Regulator digs in
Despite a decisive High Court loss, the Information Regulator is pushing on with an application for leave to appeal as the DBE confirms matric results will again be published in newspapers.
Three paths, one milestone: how MBSE’s ACFP shapes financial planning careers
From a shipbuilding director to a career-changer at 40 and a junior adviser navigating cross-border portfolios, MBSE’s Advanced Certificate in Financial Planning equips diverse professionals with confidence.
Banks and dealerships can’t hide behind fine print
Consumers can now claim directly against banks for faulty vehicles, while a major used-car dealer faces fines and refunds, signaling tougher enforcement of consumer rights.
OUTsurance expands trading options with A2X secondary listing
OUTsurance will join South Africa’s alternative exchange from January, giving shareholders an additional platform to trade its shares with lower fees and extra liquidity, says A2X CEO Kevin Brady.
Ombud case highlights risk of mismatched annuity advice and implementation
Consumers must understand product terms and ensure documentation accurately reflects agreed guarantees and beneficiaries.
Start the year strong: how advisers can help clients reset their insurance foundations
Momentum Insure’s chief actuary, Rudolf Britz, urges advisers to guide clients through an annual insurance review in January – a simple yet powerful step to protect goals, reduce worry, and enable financial growth.
Ensure you understand exclusions in business all-risks policies
A drone listed on a policy wasn’t insured for its main purpose. This case is a reminder that exclusions can cancel out the protection you think you’ve bought.
Sanlam launches prepaid funeral cover for irregular-income earners
Clients can pay upfront for three, six, or twelve months of cover, offering an alternative to monthly debit-order policies.
NCC’s list of vanishing online suppliers swells to 95
The National Consumer Commission has added 38 untraceable businesses to its warning list, underscoring the growing scale of consumer harm from rogue online suppliers.
Avoid the January debt hangover: experts share festive spending tips
Experts urge South Africans to plan, set budgets, and prioritise essentials to enjoy the holidays without starting the year in debt.
