Turn ‘Januworry’ into financial stability: expert advice for 2025
Bertie Nel, Momentum’s head of Financial Planning and Advice, shares why the start of a new year is the perfect time for financial advisers to guide clients toward smarter decisions.
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Explore your path to financial services success at MBSE’s Virtual Open Days
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Deadline looms for input on FSCA’s financial education charter
The finalised Financial Education Commitment Charter is set to have a significant on impact the industry, requiring institutions to invest in targeted education programmes.
AMETFs: the new ‘powerhouse’ for diversified portfolios and tax-free savings
Financial advisers can diversify model portfolios with AMETFs, combining actively managed funds, equities, and passive products, while potentially qualifying for tax-free savings accounts without performance fees.
How to navigate anxiety in the approaching US tariffs tug of war
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
School costs soar: smart tips for stretching your budget this year
With education costs climbing faster than inflation, parents can ease the financial burden of back-to-school season by planning ahead, saving smartly, and prioritising essential expenses.
Why financial planners shouldn’t overlook gap cover in clients’ strategies
Gap cover can protect your clients’ retirement savings and long-term goals from unexpected medical expenses.
How MBSE’s top students conquered the Postgraduate Diploma in Financial Planning
The Postgraduate Diploma attracts individuals who embody resilience, self-discipline, and a relentless pursuit of excellence. The top students prove that with the right mindset, structured planning, and flexible learning, professionals can overcome any obstacle.
MBSE promotion on NQF qualifications closes tomorrow
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
Financial pressure shapes South Africans’ views on two-pot options
Survey finds that 57% are comfortable with having access to their savings, while 29% are concerned about the impact on their long-term savings.
How your money personality shapes year-end spending
Recognising the three key traits – prudence, anxiety, and prestige – can help individuals manage their spending habits and avoid financial stress
Two pots: most Alexforbes members who have claimed will do so again
The company says 32% of its membership base have submitted claims with a value of about R6.5 billion.
Choosing the best life cover for your clients: key questions to ask
Choosing the best life insurance for your clients is about more than comparing prices. It’s about ensuring the cover meets their unique risks and needs, from income protection to cancer care, says Bidvest Life’s Mark Neil.
Video Interview: Should the two-pot system result in new investment strategies?
Old Mutual’s Andrew Davison highlights why the two-pot system could lead to better retirement outcomes – and what trustees and advisers need to consider to make it happen.
How to avoid the post-holiday debt hangover: budgeting tips for a stress-free new year
Instead of treating a year-end bonus as disposable income, incorporate it into your financial planning by focusing on debt repayment, savings, or long-term investments such as further education.
When retirement dreams clash with reality: the case for early benefit counselling
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
Rising costs prompt members to weigh medical scheme options
Downgrading to a lower plan may appear to be a cost-saving strategy, but it frequently results in increased out-of-pocket expenses.
