Fundamedical - Business Partnership Program | Momentum Financial Planner

Factoid

In 1980, a bag of Simba crisps cost 99c. How much do you think a 2l milk cost?

When you invest, you must beat inflation. This is why South Africans can't afford to put their money under the mattress.

Article

Having the difficult estate planning conversation with your family

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.

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Help your kids learn about credit

A short lesson about what credit is - for kids aged 8 to 12

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Getting a divorce? Check your life insurance policy.

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

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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.

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Save on your premiums!

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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Not vaccinated and need life cover?

Under new Momentum rules, you can apply for life cover. Find out if you qualify.

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Are you financially fit?

Take this quick quiz and find out.

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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.

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Should you get insurance to protect your child?

5 reasons you should consider it and how Momentum can help.

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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?

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Does your husband or wife avoid talking about life insurance?

Death is a tough subject to address - but if something happens to you or your spouse, life insurance will help secure your children's future.

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Pretfeite oor geld vir jonger kinders

Doen hierdie vasvra met jou jonger kinders om hulle belangstelling in geld aan te wakker.

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.

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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.

Podcast

Do good while making returns.

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.

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Has your financial position changed?

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

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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.

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Do you need to increase your life cover?

You could double your existing life cover without any medical examinations. Find out if you qualify.

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Worried that you made the wrong decision about your medical aid?

Every December, you have had to choose whether to change the medical aid you’re on, or keep to your current option. But if you feel you’ve made the wrong choice, all is not lost! Let’s look at what you can change during the year.

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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.

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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.

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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?

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Help your employees become financially secure

If one of your employees becomes disabled or severely ill, will they be able to manage financially?

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South Africans are investing internationally - from their armchairs

There has never been a better time to set up your international investment.

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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.