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.
Experts urge South Africans to plan, set budgets, and prioritise essentials to enjoy the holidays without starting the year in debt.
Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.
Advisers can highlight their human edge by spotting common gaps in AI-generated DIY plans, from overconfidence in returns to blind spots in risk protection.
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
Fewer people are pausing contributions or dipping into investments, yet many doubt they’ll have enough for a comfortable retirement, according to the Savings & Investment Monitor.
The research also finds that South Africans turn to advisers primarily in times of uncertainty or when faced with a personal crisis.
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Financial stress frequently appears in the workplace as anxiety, which can develop into depression, increased absenteeism, and substance abuse.
