Leading Ladies of Financial Services

Sonja Steyn, former Head of Wealth Management Strategy at Consult by Momentum, has been appointed the new Head of Strategic Wealth Management and Advice for Momentum Advice. This role will see her at the helm of the financial services company’s advisory channel consisting of Momentum Financial Planning, Momentum Distribution Services and Consult, where she will steer the wealth management strategies for each unit.

Can South Africans expect an increase in taxes to fund the NHI?

South Africa’s National Health Insurance (NHI) has been a hot topic on the minds of many people even though the bill has not been signed by President Cyril Ramaphosa. According to the National Department of Health, the NHI will be a financing system that will provide affordable healthcare for all South Africans. But the question many are asking is where will government get the funding for the NHI?

NHI Act will not ensure universal healthcare soon

Now that the NHI Act has been signed into law, the bad news is that it will not meaningfully change the healthcare experience for most South Africans for years to come. The process towards fulfilling the promises of the National Health Insurance (NHI) will be a complex and unprecedented process that will necessitate extensive reorganisation of the healthcare sector, says Craig Comrie, chairperson of the Health Funders Association (HFA).

Understanding the real value in value-added insurance

When you call your financial adviser thinking that taking out a policy will be as smooth as your new ride, you’re bombarded with an overwhelming array of extras: excess reducers? Credit shortfall? Inception value cover? What are these? And more importantly, are they really necessary?

Ekonomieë in ’n flits - Afrikaans - Afrikaanse weergawe

Mei 2024: Suid-Afrika se politieke landskap

Economies at a Glance - English version

May 2024: Understanding South Africa’s political landscape

Hollard | How Hollard helps you to give the best value to your clients

As South Africa's largest privately-owned insurance group, the Hollard Insurance Group includes The Hollard Insurance Company and Hollard Life Assurance Company. Our group provides short-term and life insurance as well as investment products.

Brolink | Navigating the insurance landscape: a thoughtful journey towards sustainable value

In the ever-evolving world of insurance, the 2023 Consult Conference served as a timely reminder of the need to expand our minds and challenge conventional thinking. The theme resonates deeply with Brolink’s purpose, vision, and mission.

Old Mutual Insure | Let’s go beyond best together

At Old Mutual Insure, we are committed to working closely with you and providing exceptional service and top-notch insurance offerings to take care of you and our mutual customers, and are proud of our tradition of service and quality.

Old Mutual | Helping clients’ budget better is the first step towards writing new business

Customers are becoming more aware of how and where they spend their money (Old Mutual Saving and Investment Monitor 2022). Times are tight and budgets are being stretched but according to research they still want to save for their future.

Santam | The value of advice goes beyond price

As the world undergoes rapid and profound changes, our capacity to learn and adapt to new circumstances will determine our ability to thrive in an uncertain world. The rapidly changing environment means that both clients and businesses face new and different exposures.

Momentum | Presenting “Starfish” – Momentum Investments’ best kept secret. But why use a Starfish?

The world of investments can be a daunting environment, and not just for the man in the street. Even if you have worked in the industry for a long time, the comprehensive set of products and capabilities can be intimidating.

Momentum Insure | Science of Safety - It is the momentum that will push us to #gobeyondbest for you and your clients!

“Our purpose of keeping what matters most to the people of South Africa safe, so that they have the freedom to live, is now more relevant than ever.” - Brand Pretorius, Chief Executive Officer Momentum Insure

Sanlam | #Gobeyondbest magic sauce - creating an enduring impact on our clients' financial well-being.

Over the past number of years, the financial planning and advice landscape has been profoundly shaped by two significant forces – evolving client expectations and the rapid integration of technology, including analytics, ChatGPT, AI, and robotics.

Equilibrium | How do you provide for the needs of your client?

The Consult Select Range of portfolios have been designed to specifically address the advice process given by our advisers to help investors meet their personal investment goals.

BrightRock | Showcasing the value of our needs-matched features for your clients, in rands and cents

Since launching our product in 2012, we’ve been passionate about offering our clients needs-matched cover that is efficient, flexible and certain, and that keeps up with their changing needs throughout their lives.