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SARS - Employee Financial Wellness Program

SARS - Employee Financial Wellness Program

In partnership with Momentum Financial Planning and Metropolitan Health

Helping employees grow by promoting employee learning and literacy, with the ultimate goal of improving their financial well-being.

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
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.
Form
Are you financially fit?
Take this quick quiz and find out.
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?
Tool
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.
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.
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.
Factoid
What the rich don't want you to know
Financial principles that work for everyone no matter your situation.
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.
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.
Tool
Pay less for your medical aid
But make sure you still get the cover you need.
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
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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