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Curro - Employee Financial Wellness Portal

Curro - Employee Financial Wellness Portal

In partnership with Momentum Financial Planning


I like green apples

Tips
Lose your job? Speak to your creditors first.
We are talking about anything that you have financed including a car, bond, or loan. Together you can create a plan to cope with this uncertain time.
Tips
Know your retrenchment package and retirement benefits
Feeling overwhelmed? Let’s go through how your retrenchment package works and how much you will be receiving so that you can plan for every cent.
Article
Having the difficult estate planning conversation with your family
Many families avoid talking about life insurance and estate planning. This is an opportunity to explain your decisions, so that no one feels hurt due to a misunderstanding.
Tips
Are you registered to claim UIF?
If you are retrenched, you can claim your unemployment benefits for a period of up to 12 months. Every little bit goes a long way even if it takes a while to get it.
Factoid
How much would you have today if you had invested R1,000 in Apple 10 years ago?
Think you know the answer?
Tips
Letting your family know you have been retrenched
Don't feel like you have let your family down. Retrenchment can be challenging but remember what matters most – you and your loved ones. Be open and honest with your family. Together you can plan, manage expectations, and support one another through this time.
Article
Tax opportunities when saving for retirement
Help our clients to be tax-savvy and to make the most of the tax opportunities available to them.
Article
Fun fact: In 1980, Pepsi cost R0.33. In 2021, it costs R7.99.
When you invest, you must beat inflation. This is why South Africans can’t afford to put their money under the mattress.
Factoid
Thinking of buying sneakers?
Instead of buying new sneakers in 2016, you could have bought Nike shares and made your money grow 6-times over.
Tips
Did you know?
You don't pay tax with a tax-free investment
Tool
Let’s talk about school fees and other monthly education costs
Use this calculator to work out your monthly school bills
Podcast
Making sense of annuities
In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
Form
Have you updated your will?
You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.
Article
5 tips for building your emergency savings fund
It’s more important than ever to build up emergency savings that you can fall back on when the world gives you a financial knock.
Article
Don’t be the only one to miss out
It’s time you get your fair share – the sooner the better.
Article
Do you know which extra benefits come with your salary?
If you’re employed, the chances are that you get retirement and insurance benefits along with your salary.
Video
Get your fair share
Be tax-savvy and to make the most of the tax opportunities
Tips
Retrenched? Create a survival budget
Life can take unexpected turns. A budget is always crucial, but it is needed now more than ever. Find out what your essential living expenses are and plan accordingly.
Article
South Africans are investing internationally - from their armchairs
There has never been a better time to set up your international investment.
Video
Premium lamb chops for R6.60
Sounds dodgy, right? See how inflation can leave a bad taste in your mouth.
Form
Are you making these common money mistakes?
Your long-term wealth depends on the choices you make with each challenge you encounter as you move through life. Check how you are doing with this quiz.
Tool
Pay less for your medical aid
But make sure you still get the cover you need.
Article
Do you earn more than your partner? Let’s talk about it.
When one partner earns more than another, there’s bound to be complications. It’s time to talk about how to manage your finances, especially if you’re in the tricky position of earning more than your partner.
Tool
Living the good life!
So you’ve tied the knot and want to have a great life. But do you and your partner think about money the same way?

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