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Financial Planning

 

Financial Planning / 16-09-26 / Jane Khumalo

Five questions to ask when creating a will for lasting certainty

“Not only does a will determine the conditions under which the people you care about can benefit from your estate, it also appoints critical roles – such as guardians for minor children and someone you trust to administer your estate according…

Financial Planning / 09-09-26 / Daniel Nkosi

Younger consumers hit hardest by financial stress, DebtBusters survey finds

"DebtBusters’ Q2 2026 Debt Index reported a significant increase in young people applying for debt counselling. This signals that financial stress is affecting South Africans earlier, as they enter adulthood in a much more expensive environment…

Financial Planning / 09-09-26 / Jane Khumalo

Seven financial planning lessons from Leaderex 2026

Financial planning isn’t only about saving and investing. It is also about protecting what you have, preparing for unexpected changes and making sure your finances support the life you want - this was a key theme across the FPi MyMoney123 sessions…

Financial Planning / 26-08-26 / Aubrey Faba

When one salary disappears: how can a family prepare for an income shock

"The first step in building household resilience is understanding your baseline cost of living. Dual-income households often slide into lifestyle creep, blending non-essential lifestyle choices with core survival costs," says Aubrey Faba, Provincial…

Financial Planning / 19-08-26 / Therèse Havenga

Therèse Havenga | If men and women drive differently, do they invest differently?

"Patience and long-term thinking can be powerful investment strengths. But caution has its own risk. Over time, we need growth assets to help our money beat inflation. A money market investment may feel safe, but it is unlikely to deliver the…

Financial Planning / 19-08-26 / Laetitia Olivier

Laetitia Olivier | Is your financial plan written for the woman you used to be?

"We cannot predict what the next decade will bring, but we can prepare for it. The purpose of financial planning is not to create a document that remains unchanged for years. It is to build a strategy that is flexible enough to adapt as life…

Financial Planning / 18-08-26 / Sharon Hamman

Sharon Hamman | The POWER in women’s empowerment: good financial advice

"While women actively use digital channels to search for information, the research shows that digital awareness does not drive conversion. Information alone does not necessarily lead to action. The research suggests that perception plays a bigger…

Financial Planning / 18-08-26 / Duty Editor

The hidden cost of always being the coping woman

“Women are not simply worrying about their financial circumstances. Many are actively trying to change them, taking on additional work, creating new income streams and finding ways to make the numbers add up,” says Lulama Mrara, Regional Manager…

Financial Planning / 05-08-26 / Duty Editor

Women’s Month: Put yourself on your financial priority list

“Women’s Month is an opportunity to not only celebrate women’s achievements, but also to acknowledge the pressures they shoulder every day. The challenge is to ensure that, while caring for others, they also achieve financial freedom for themselves,”…

Financial Planning / 05-08-26 / Zama Ngubane

Zama Ngubane | The financial reality of SA women: beyond the pay gap

"This Women's Month, I want a harder conversation about the data we are ignoring, the barriers we are not naming, and the concrete steps organisations must take if the next generation of women leaders is going to be something more than a talking…

Financial Planning / 22-07-26 / Denisha Subjee

Denisha Subjee | Why professional advice matters across SA’s retirement journey

"The pre-retirement phase is where the advice gap does the most long-term damage. Members may understand, in theory, that they need to save, preserve and plan; however, they often struggle to convert that awareness into consistent behaviour,"…

Financial Planning / 22-07-26 / Sipho Sibanda

Sipho Sibanda | What the World Cup can teach us about retirement planning

"One of the biggest advantages any successful football team has is a good coach. Even the world's best players rely on someone to help them see the bigger picture, identify weaknesses, and make better decisions," says Sipho Sibanda, Head of…

Financial Planning / 22-07-26 / Sisanda Ndlovu

Brett Caminsky | How SA's new generation of retirees can protect their retirement pot

"As South Africa marks National Savings Month, more people are working beyond retirement age. Here are five practical ways to protect your retirement savings while continuing to earn an income," says Brett Caminsky, Finance Director at Atlas…

Financial Planning / 22-07-26 / Sisanda Nxumalo

More South Africans planning for retirement, but rising costs still test readiness

“The increase in retirement plan ownership gives us confidence that the retirement conversation is gaining ground. It is particularly encouraging to see stronger planning behaviour among lower-income consumers, where the number of respondents…