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Financial Planning & Literacy

 

Financial Planning / 20-10-26 / Charmaine Moola

Charmaine Moola | Why SA's side-hustle generation is thinking differently about money

"For many young people, income no longer arrives as one predictable amount on one predictable day. It may come from freelance work, online sales, content creation, part-time employment or a small business. Often, it comes from several of these…

Financial Planning / 13-10-26 / Michelle Munemo

The great Dezemba squeeze: South Africans aren't skipping December, they're outsmarting it

"With household budgets under increasing strain, many might have expected South Africans to cut back on festive spending altogether. Yet Standard Bank and partner data from last year's festive season shows South Africans didn't cancel Dezemba.…

Financial Planning / 05-10-26 / Chris Smit

Family responsibilities don't end at retirement. A Will can help protect those who depend on you

"A Will is relevant to anyone with assets or people they want to provide for, regardless of their age or income. You do not need a large investment portfolio for your wishes to matter. A home, savings or possessions may represent years of work…

Financial Planning / 16-09-26 / Staff Writer

Why your digital assets should form part of your estate planning

"A comprehensive estate plan should reflect the way we live today. By including digital assets in your estate planning discussions, you can help ensure that your wishes are respected, important information remains accessible and your loved ones…

Financial Planning / 26-05-26 / Duty Editor

FNB introduces My Advisor on the FNB App to empower families with contextual financial insights

"The launch of My Advisor reflects a fundamental shift in how financial services should support customers. True financial support isn't about selling products, it's about helping people make confident, informed decisions over time," says Keshani…

Financial Planning / 03-12-25 / Shelly Nxumalo

Your insurance, will and estate planning shouldn't take a holiday this December

"The festive season is also a time to reflect on your long-term financial plans and ensure that your estate is adequately funded to leave an inheritance for your family. Keeping your life cover active is essential, but it's equally important…

Financial Planning / 09-10-25 / Tommy Jackson

Elize Kramer | The hidden risk in same-sex inheritance: why domicile still matters

"In a globalised world, many South Africans live, work and invest across borders. But when it comes to inheritance, domicile remains a deeply local issue. For same-sex couples, ensuring that South African law governs their estate can safeguard…

Financial Planning / 08-10-25 / Shelly Nxumalo

Standard Bank's unclaimed benefits initiative reunite clients with R100m

"We're proud to have helped clients from all walks of life reclaim funds that were rightfully theirs, some of which had gone unclaimed for many years. The payments, ranging from just R100 to over R1 million, demonstrate our commitment to our…

Financial Planning / 18-09-25 / Duty Editor

From Silence to Signature: 54% rise in Will drafting through FNB

“There’s a persistent myth that Will drafting is only necessary later in life or for those with significant wealth. The truth is every adult with assets or dependents should have a Will and our role as a bank is to make that process as simple…

Financial Planning / 23-07-25 / Daniel Nkosi

Employee productivity a strong indicator of SME success

"The key to driving productivity is a clear, people-first strategy built on the four pillars of incentives, benefits, culture and education. Incentives are one of the most effective levers for boosting performance,”says Palesa Mabasa, Business…

Financial Planning / 21-05-25 / Chris Coetzee

How your overdrawn bank account will now impact your credit report

"This meant that lenders were sometimes working with incomplete information when assessing whether a borrower could afford additional credit. With overdrafts now included, credit providers can better evaluate a consumer's true financial position,…

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