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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.
How to retire comfortably in South Africa
Retirement planning in South Africa has become increasingly difficult, but it is not impossible for those who start early and make informed decisions to retire
Pensions and policy choices
A lot has changed over the past 90 years, especially in the quality and extent of human lives. The 90th anniversary of US President Franklin Roosevelt
Shifting the savings curve: A behavioural blueprint for employers
Employers play a crucial role in retirement savings in South Africa. Many employers recognise the important role employer-arranged retirement investments, such as umbrella funds, can
How SARB’s new rules affect the transfer of South African-sourced income abroad
At the end of October 2025, the South African Reserve Bank (SARB) introduced material changes to the processing of cross-border income transfers. While intended to
Money matters: How better financial habits can boost your mental health
As South Africans grapple with rising costs, small, deliberate steps toward financial control can ease stress around finances and strengthen emotional resilience. As Mental Health
Raising retirement age in South Africa is key to closing the adequacy gap
The 2025 Old Mutual Corporate OnTrack data highlights a critical insight into retirement planning in South Africa – small, intentional changes in retirement fund design
#BreastCancerAwarenessMonth: Early detection is the cornerstone of combatting breast cancer
To reduce the morbidity and mortality from breast cancer, we should focus on constantly raising awareness and encouraging each other to normalise the practices that
From emerging market to global powerhouse
Investing in China makes more sense than ever, particularly as it is no longer an emerging market. It is already the world’s largest economy on