Momentum Financial Wellness Practice Menlyn

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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

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.

Article

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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It's good to talk to your kids about money

Families can use everyday 'teachable moments' to set their children up for financial success

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Why money isn't as simple as it seems.

These common beliefs about money are not necessarily true!

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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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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.

Factoid

Thinking of buying sneakers?

Instead of buying new sneakers in 2016, you could have bought Nike shares and made your money grow 6-times over.

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Let's talk about school fees and other monthly education costs

Use this calculator to work out your monthly school bills

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.

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Let's debunk some myths about car insurance.

Are red cars more expensive to insure? Here's where you find the answer!

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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.

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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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Premium lamb chops for R6.60

Sounds dodgy, right? See how inflation can leave a bad taste in your mouth.

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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.

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Is it time to change the amount of your life cover?

Even if your life insurance increases each year, you should review the amount of cover at these key moments.

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Pay less for your medical aid

But make sure you still get the cover you need.

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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.

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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.

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Are you about to have a baby?

You have probably thought about baby clothes and nappies, but have you got your finances in check? Do this quiz and find out.

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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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