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Expert Forum | Financial Literacy Program

Expert Forum | Financial Literacy Program

In partnership with Allan Lewis (Momentum Financial Planning)

The stress of lost income and medical bills can place tremendous pressure on you and your family. A Road Accident Fund (RAF) pay-out can help you get back on your feet. Helping people on their road to recovery with sound financial information to make informed decisions.

Article
The worst financial advice you'll get this year
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.
Article
Scammers target the elderly.
How to protect your parents and grandparents from financial abuse.
Tips
Are you sandwiched between looking after your parents and kids?
If you’re part of the sandwich generation, you’ll know how stressful this can get. Here are some tips on how to cope.
Article
It's good to talk to your kids about money
Families can use everyday 'teachable moments' to set their children up for financial success
Factoid
Why money isn't as simple as it seems.
These common beliefs about money are not necessarily true!
Article
Do you have financial anxiety? Here's how to calm your money nerves.
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.
Factoid
How much would you have today if you had invested R1,000 in Apple 10 years ago?
Think you know the answer?
Form
Are you financially fit?
Take this quick quiz and find out.
Podcast
Do you feel overwhelmed thinking about money?
In this podcast Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
Article
Fun fact: In 1980, Pepsi cost R0.33. In 2023, it costs R9.99.
When you invest, you must beat inflation. This is why South Africans can’t afford to put their money under the mattress.
Tool
Do you really need income protection?
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?
Factoid
Warren Buffett's 5/25 rule
What one of the world's richest men says about prioritising.
Factoid
Rules for good money management.
4 pointers for your 2023 financial plan.
Podcast
Making sense of annuities
In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
Factoid
Every person in the world has 3 currencies...
One is money. What are the other two?
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
Do you pay towards the care of your parents as well as your children?
The ‘sandwich generation’ is shorthand for those who financially look after parents as well as children. Are you part of the sandwich generation? If so, you need to consider your parents’ needs in your financial plan.
Form
Has your financial position changed?
Use this checklist to find out if you have all your financial bases covered.
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
Life insurance is very different to an investment - here’s why.
Most people need both insurance and investments in their financial plans. Before you make any decisions, make sure you understand what insurance is.
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.
Guides
Financial to-do list if you're planning to have a baby
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.
Video
Welcome to your fun fund!
We have all heard of an emergency and rainy-day fund, but what about a fund for the good times?
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.
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
The Momentum insurance checklist
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.
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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