Northern Gauteng

Here is a checklist for what NOT to do. If you follow these 10 tips, watch out - you’re at risk of making bad financial decisions.

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.

Often you’ll need to make changes to your life policy after a divorce.

Do you procrastinate when it comes to opening the bills every month? Or stay awake at night worrying about money? Find out what financial anxiety is and how to manage it.

Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.

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Income protection makes sure you get a regular income if you can't work because of a serious illness or injury. Do you need it?

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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.

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Use this checklist to find out if you have all your financial bases covered.

Here’s some tips to ensure that your life insurance goes where it’s meant to.

Most people need both insurance and investments in their financial plans. Before you make any decisions, make sure you understand what insurance is.

If you’re employed, the chances are that you get retirement and insurance benefits along with your salary.

Life often hands us surprises, and we can’t plan for every situation - but if you follow this financial to-do list, you’ll be better prepared for your life as a parent.

But… only ended up with 2 million after the family disputed the will*. Get some tips to avoid disputes.

Here are a few tips to help you look after your special ring.

Even if your life insurance increases each year, you should review the amount of cover at these key moments.

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.

Being over-insured is as bad as being under-insured. Make sure you have the right cover for you. Discuss your needs with a Momentum Money Coach.

You have probably thought about baby clothes and nappies, but have you got your finances in check? Do this quiz and find out.

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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?

If you are married with kids, life is all about competing priorities. Between your demanding job, chauffeuring the kids and having a social life, there is not a lot of space to plan your financial present - never mind your future.

At this stage of life, you might feel pressure to not only provide financially for your children and your parents, but also to look towards your own future retirement and the financial legacy you’re likely to leave behind. It’s a lot to think about. It’s time to take stock and make sure that your money is working for you.

The joy of raising children comes with a large responsibility, especially when it comes to finances. Being a single parent means carefully balancing everyday needs with future goals – easier said than done in today’s economy!

Financial planning doesn’t end when you retire. It’s more important than ever to stay in control of your finances. Your retirement years are an opportunity to put your years of experience to good use and make the most of your accomplishments.

It's hard to know where to start. There are so many choices from investments to insurances … not to mention crypto and forex trading. On top of it is all the information (and disinformation) on social media. It's no wonder that many young professionals haven't yet planned for their financial future.