Personal FinanceMatters

Moving on? Don’t leave your pension with your old employer

By Michael Rossouw, Senior Investment Consultant at 10X Investments When most of us change jobs, we focus on the perks of our new position: a better salary, more benefits or a more senior title. What we often don’t consider is our retirement savings...

The six retirement costs your clients aren’t budgeting for

Retirement plans don’t fail on the income side. They fail on the cost side, specifically, a stack of unbudgeted costs that arrive in waves in the second half of retirement. By Murray Anderson  |  Head of Retail, Prescient Investment Management...

Beyond the Basket: why South Africa’s inflation story is being misread in real time

By Jed da Silva, Co-Founder & Head of Product at Maholla   South Africans don’t need a quarterly report to feel the cost-of-living crisis. They feel it at the till. The question is why our data systems are still catching up months after...

Investing for the First Time? Why ETFs in a Tax‑Free Savings Account is a Powerful Starting Point

By: Niki Giles, Head of Strategy at Prescient Fund Services If you’re thinking about investing for the first time, you’re already ahead of the curve. For many South Africans, the hardest part of investing is getting started. The terminology feels...

Gap cover is your safety net for rising healthcare costs

For many South African households, the impact of rising costs for essential items and services is stretching budgets more than ever before. With global fuel shortages driving up the cost of petrol and diesel, a significant increase in April will...

New TransUnion study shows South Africans still struggle high cost of living pressures

South African consumers are adjusting their financial behaviour in response to ongoing cost pressures, with TransUnion’s Q1 2026 Consumer Pulse Study  revealing meaningful shifts in how households spend, save and manage credit. While many...

The reality behind first-time trading

CFI Financial Group, a leading global online trading provider recently energised new and aspiring traders with its foundational seminar, “Before Your First Trade: 5 Essentials to Know,” delivering practical financial education and actionable insights...

South Africa’s consumer class is back on the road!

Even as spiking petrol and diesel prices are squeezing South African wallets tighter than the backlog of oil tankers trying to get through the Strait of Hormuz, new car sales are showing strong growth. For the 2025 calendar year, passenger car sales...

Why did financial independence become the finish line for women?

Somewhere along the way, financial independence became the finish line for women rather than the starting point, says Dori Moreno, a growth strategist specialising in the development of individuals, teams, and businesses. For her, this idea...
Share via
Copy link