Paul Bosa

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.

Factoid

What's the difference between medical aid, health insurance, and a hospital plan?

Find out here.

Video

Bet you didn’t know your groceries were insured!

If you have your belongings, car or home insured with Momentum Insure, watch this.

Article

Scammers target the elderly.

How to protect your parents and grandparents from financial abuse.

Podcast

Would you trust Homer Simpson with your money?

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.

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

Help your kids learn about credit

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

Article

Getting a divorce? Check your life insurance policy.

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

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

Tips

Want to avoid your homeowner's claim being rejected?

Here are 9 tips to make claiming less stressful.

Factoid

Why money isn't as simple as it seems.

These common beliefs about money are not necessarily true!

Article

Want free access to an online tax tool?

TaxTim is a reliable online system to help you get what you’re owed in your tax refund.

Tool

Are your teenagers money smart?

Send this quiz to your teenagers and see how they do.

Tool

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.

Form

Not vaccinated and need life cover?

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

Article

How to complete your tax return properly - in under 20 minutes

Read this to find out how to get free access to online assessment tool, TaxTim.

Factoid

Yes, Monopoly can help make you richer!

Learn from Monopoly to manage your money better.

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.

Tips

Lose your job? Don't make rash decisions.

Thinking of spending your payout? Paying off debt? Opening a business? Read this before you make any decisions.

Factoid

Your pet can receive your life insurance payout

Is this true or false?

Video

Did you know you are protected if someone is injured on your property?

If you have your belongings, car or home insured with Momentum Insure, watch this.

Article

Can you claim home-office expenses on your tax return?

Find out if you can get a tax refund for your home office even if you earn a salary.

Video

Someone run off with your wedding presents?

If you have your belongings, car, or home insured with Momentum Insure, watch this.

Video

Should you get insurance to protect your child?

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

Video

Neighbour “parked” in your garden again?

If you have your belongings, car, or home insured with Momentum Insure, watch this.

Video

Need your property protected after a robbery?

If you have your belongings, car or home insured with Momentum Insure, watch this.

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?

Article

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

There's an insurance policy for death by excessive laughter at a movie theatre*

Is this true or false?

Tool

What can you claim on your tax return?

How tax-savvy are you? Try our quiz to find out.

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.

Video

How to pay R640 to build R1,000 for your retirement savings

Let’s look at how you can use your tax refund to build your retirement savings.

Form

Make the most of your Road Accident Fund payout

Find out how to invest and earn an income using your payout.

Tool

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

Use this calculator to work out your monthly school bills

Factoid

The Apollo 11 Astronauts used their autograph as life insurance*

Is this true or false?

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?

Video

Why you should love your tax return

Different ways SARS rewards you for making sensible investments.

Tool

Fun facts about money for younger kids

Do this quiz with your younger kids to start getting them interested in money.

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.

Factoid

You can't get back time. Don't waste it.

Life lessons on managing your time.

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.

Factoid

You can buy alien abduction insurance in the U.S.*

Is this true or false?

Tool

Let's debunk some myths about car insurance.

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

Form

Grow your Road Accident Fund pay-out.

Fill in your details and make the most of your pay-out.

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

5 things to think about before buying your child a tablet for school

Technology is everywhere today, and your child’s classroom is no exception.

Tool

Do you need to increase your life cover?

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

Tips

It's illegal to leave your life insurance payout to your pet

Here’s some tips to ensure that your life insurance goes where it’s meant to.

Article

Invested in crypto? Make sure you’ve planned for your tax burden.

Find out how to plan for your next tax return.

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

Moving home? Your belongings are still protected during transport.

If you have your belongings, car, or home insured with Momentum Insure, watch this.

Article

A maltese poodle got 12 million dollars as her inheritance...

But… only ended up with 2 million after the family disputed the will*. Get some tips to avoid disputes.

Article

Help your employees become financially secure

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

Article

South Africans are investing internationally - from their armchairs

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

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.

Video

Did you know your locks and keys are also insured!

If you have your belongings, car or home insured with Momentum Insure, watch this.

Tips

Congratulations on your engagement!

Here are a few tips to help you look after your special ring.

Tool

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.

Article

If you earn commission, make sure you get the tax return you deserve.

Read this article to find out what expenses you can claim back on your tax return.

Article

We’ve got a surprise for you!

If you have your car insured with Momentum Insure, you might be surprised that your car is covered for these things.

Tool

Pay less for your medical aid

But make sure you still get the cover you need.

Tool

Do students need critical illness insurance?

Students could protect themselves and their future without any medical examinations. Find out if students qualify.

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.