Santam

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.

Sanlam

According to a global financial planning tech survey, 93% of financial planners agree that technology is critical in their practices. However, only 38% of advisers are confident that they are getting technology decisions right.

One

Prevention is our mantra, and we believe that the Telematics offerings via ONE Automotive provide a high degree of risk management. In the hostile and difficult risk environment in which they operate, Transport contractors need to invest in Telematics that are a vital cog in risk prevention.

BrightRock

When we reflect on the past decade, there has been a sharp focus on getting clients cover that can precisely match their needs at the start and change with them as those needs change. Clients need cover that is sustainable.

Curate

At Curate, we handpick only the best people to look after investors’ money. Our unique range of funds takes the complication out of choosing between funds because we have identified exceptional teams of people with different skills to manage each of our funds. Quite simply, what we do comes from the quality of the people we work with.

Momentum Insure

In a world where uncertainty is the only certainty, clients are increasingly looking to their insurance providers for more than just financial protection. They want safety, security, and peace of mind. Here’s why prioritising safety is essential and how insurers can build stronger relationships by going beyond traditional cover.

Old Mutual Insure

At Old Mutual Insure our purpose is to protect mutually positive futures every day. We want to be our customers’ first choice for sustaining, growing, and protecting their prosperity.

Old Mutual

Unlocking Data Insights at the Old Mutual Stand. Join us at the Old Mutual stand during the conference to explore the power of data insights in today’s financial planning landscape.

FedGroup

In today's fast-paced world of finance, clients’ needs and expectations are as unpredictable as the stock market. Financial advisors (FAs) are constantly on their toes, sprinting to keep up. Meanwhile, financial services providers are also playing “catch-up,” always trying to tailor products and services to meet these ever-changing client needs.

Equilibrium

To effectively serve their clients, advisers need certain essential elements to streamline their operations, enhance client interactions, and provide access to accurate and up-to-date information. There are seven key factors that can contribute to their success and in delivering top-notch financial advice

Capital Legacy

Capital Legacy stands at the forefront of estate planning, offering tailored solutions to protect clients' legacies. With a commitment to personalized service and a deep understanding of the complexities involved, Capital Legacy helps individuals and families navigate the intricacies of estate planning with confidence.

Hollard

Since our birth we have been providing pioneering insurance through innovative problem-solving and rock-solid partnerships. Hollard provides cover for almost all of life’s eventualities: from Life Cover to Disability Cover and Critical Illness Cover to short-term insurance, we’ve got you covered.

Momentum Distribution Services

Momentum Group's new IMPACT strategy aims to unlock the full potential of our businesses and yours. We will harness synergies of collaboration within the Group and support you in growing your market. We are committed to meaningful and personal client experience, and look forward to a new era of growth with you.

PPS

The Professional Provident Society (PPS) is the largest South African company of its kind that provides financial services under the ethos of mutuality exclusively for graduate professionals. Only graduate professionals with a qualifying tertiary qualification can become members of PPS.

Consult appoints Boipelo Ndimande to its Executive team

Consult by Momentum has announced the appointment of Boipelo Ndimande as its new Chief Financial Officer (CFO). Ndimande is a seasoned chartered accountant with extensive expertise and experience from her previous role as Head of Finance & Business Intelligence (Advice & Distribution) at PPS Insurance.

How to save like an Olympian

With the 2024 Olympic Games set to start in Paris later this month, all eyes will be on big name athletes, to see how they will fare at this year’s games. But July is not only about the start of the Olympics. July is also National Savings Month, a time when South Africans are encouraged to live within their means and put aside a little money for the future.

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