SARS Financial Wellness Program - Boksburg | In partnership with Momentum Financial Planning and Metropolitan Health

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.

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.

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.

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.

Video

How much you'll spend over Christmas

Find out what the average South African spends during Christmas and how to plan for the festive season.

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.

Video

Should you get insurance to protect your child?

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

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.

Tool

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

Use this calculator to work out your monthly school bills

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.

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.

Tool

Let's debunk some myths about car insurance.

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

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

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.

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.

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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