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InsurePulse - The bots are faster — but are they better? By: Riaan Verbeek, Franchise Principal and Financial Adviser at Consult Breederivier Review map By: Sonja Steyn, Strategic Head: Wealth Management, Financial Planning & Advice: Momentum Advice From paperwork to purpose in financial advice By: Johan Minnie, CEO of Consult by Momentum Five forces changing what financial advice looks like today By: Johan Minnie, CEO of Consult by Momentum Financial resilience starts at home By: Johan Minnie, CEO of Consult by Momentum Breaking barriers By: Inanda Bezuidenhout , Franchise Principal at Consult 10 ways the national budget will impact you By: Jurgen Eckmann, Franchise Principal at Consult Money and relationships: making it work together By: Johan Werth, Franchise Principal at Consult Extending the future-readiness lens: Client and financial advisor perspectives the client's unspoken question By OneVap Preparing for the great wealth transfer: what you need to do now By: Hannes Esterhuyse, Regional Manager, Momentum Wealth International Momentum: Your Journey to Success By Momentum Distribution Services Quality advice still matters how intermediaries can add value in the digital age By Fanus Coetzee, Chief Executive Officer at Santam Broker Solutions Improving sentiment, lingering risks: South Africa’s economic outlook By Momentum Investments Old-school advice won’t solve new-school problems By Johan Minnie, CEO of Consult by Momentum Why succession planning can’t wait By Sonja Steyn, Head of Strategic Wealth Management and Advice at Momentum Advice One conversation at a time By George Mahlakgane Human insight meets AI: what the future of advice looks like By InsurePulse Edition 15 Your bonus isn’t broken – your budget is By Boipelo Ndimande, CFO, Consult by Momentum COFI: The future of financial advice By Johan Minnie , CEO of Consult by Momentum. Protect your home and valuables this holiday By Oswald Kuyler, Head of Short-term Insurance at Consult by Momentum. Is your insurance still protecting you in 2026? Compiled by Itumeleng Komana 5 Simple insurance resolutions you can actually stick to By Magdaleen Pieters, Short-term Insurance Adviser. Whether you’re a new year, new me-kind-of person or an adamant “I don’t do resolutions” type, the start of a new year provides an ideal opportunity to reflect on our current habits to determine whether they’re still serving us – and this applies to our insurance, too. Your business is going under – here’s how to protect yourself By Shaun Meintjes, Consult Financial Adviser. Steps that business owners can take to protect their personal finances if they find their business failing. 5 ways to protect your personal finances when your business fails by Shaun Meintjes, Consult Financial Adviser 100 days in - Building Consult’s next chapter By Johan Minnie, CEO of Consult Harvest supermoon - time your money right By Johan Minnie, CEO of Consult Ponzi schemes - stay alert By Tyron Lessing, Certified Financial Planner at Consult Short-term Insurance - it’s more than a purchase By Helain Uys Why you need a qualified financial adviser By Johan Minnie, CEO of Consult Small habits, big insights: your money matters by Johan Werth
The bots are faster — but are they better? Instant quotes and digital insurance are changing the game. But when risks become more complex, speed isn’t always enough. Discover why human advice still matters — and where it creates real value in a digital-first world.
A financial plan is only as good as its last review. Life doesn’t stand still — and neither should your financial plan. Discover why the annual review is where advice becomes real, ensuring your plan stays aligned to your changing goals, priorities and circumstances.
The shift to client-led financial advice. Financial advice is shifting from process-driven to client-led. Discover how changing client behaviour, technology and regulation are reshaping the role of advice — and why delivering meaningful outcomes now matters more than ever.
What’s changing in financial advice today
The financial world is evolving — and so is the way advice is delivered. From technology and regulation to shifting client expectations, discover the five key forces shaping financial advice today.
A sustainable economy begins with financially resilient households. Discover how responsible financial advice helps people navigate complexity, build discipline, and make better long-term financial decisions.
Women are making their mark in insurance — not just by being present, but by stepping into responsibility, taking risks, and shaping the future of the industry. Discover how opportunity and trust can redefine careers and break longstanding barriers.
Budget 2026: what it means for your money. From tax bracket relief to higher tax-free savings limits, the 2026 National Budget introduces several changes that could affect how South Africans save, invest and plan for retirement. See the 10 key ways the Budget may impact your finances.
Managing money as a couple isn’t always straightforward. Learn six essential strategies, from aligning goals to navigating spending styles, to help couples turn financial decisions into a source of harmony, not stress.
From the client's seat, the paradox cuts differently. They're not buying a policy; they're buying the promise that someone will stand beside them when the unthinkable happens. And increasingly, they sense the gap between the risks they live with and the products being offered to them.
The scale of global intergenerational wealth transfer is reshaping expectations across the financial advice industry. More than USD 100 trillion will pass to heirs over the next two decades, according to some estimates.
At Momentum, we believe that success is personal. Every individual’s dreams, goals, and circumstances are unique, and so is their path to achieving financial wellbeing. There is no singular route to success - whether you seize early opportunities or take a more considered path, what matters most is that your financial journey reflects you.
According to a TransUnion survey, 42% of South African insurance consumers, particularly Gen X (43%) and millennials (47%), use insurance company websites and mobile apps for their insurance needs.
Business confidence improved slightly in the first quarter of 2026, supported by stronger sentiment in some sectors of the economy. However, uneven sector performance and global developments could still influence inflation, interest rates and the broader growth outlook.
GQ Magazine Interview
From side hustles to intergenerational responsibilities, money challenges have changed. Johan Minnie breaks down why financial advice must grow up with South Africa — and what it means for your financial journey.
Leaving your practice’s future to chance can put everything you’ve built at risk. From unexpected exits to losing client trust and business value, delaying succession planning can disrupt continuity and growth. Learn why advisers must act now to safeguard their practice and secure long-term stability.
For George Mahlakgane, financial advice starts with listening. With over two decades in the industry, he’s built his practice on trust, relationships, and advice that truly serves his clients’ goals. Discover how he’s redefining financial planning through meaningful conversations.
The next chapter of financial advice combines human expertise with smart technology. AI and digital tools simplify admin and surface smarter insights, while advisers remain at the heart of every decision — keeping client relationships personal, trusted, and future-ready.
Feeling like your bonus disappears too fast? It’s often the budget, not the bonus. Learn simple ways to stretch your money, plan wisely, and enjoy the holiday season.
The COFI Bill, coming in 2026, will shift financial advice from forms to real client outcomes, raising standards and rewarding advisers who deliver clear value.
Travel and festivities can leave homes and valuables at risk. This article shares practical tips on keeping your property secure, checking your insurance cover, and understanding policy exclusions to safeguard your peace of mind.
In the new year, most people focus on certain personal or financial goals, but often overlook their insurance needs. The beginning of the year is the perfect time to review your policies - this can include adding or removing items from your contractor conducting a full policy review.
Protect your personal finances when your business faces pressure. When a business hits tough times, your personal financial security shouldn’t be at risk.
Reflecting on a decade of growth. How Consult is shaping its future with purpose, partnership, and progress.
Life and finances move in seasons. Learn how timing, consistency, and guidance can grow your wealth.
What looks legit can be risky. Learn the signs and protect your money.
Short-term insurance isn’t buying a product - it’s a promise. Eight surprising facts and why claims really matter.
Technology and friendly tips can only take you so far - expert advice provides personalised guidance, insight, and strategies tailored to your goals.
Learn how everyday spending, from coffee to small indulgences, can reveal patterns that help your adviser craft a financial plan that truly fits your life.
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