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Financial planners, meet Lemming Musuwa
The Wealth Associates adviser strives to help clients’ goals remain within their reach, irrespective of their life stage. Name: Lemming Musuwa Firm: Wealth Associates Position: Financial planner Who is your
Guidelines for updating your will in South Africa: Knowing when it’s time for a revision
Introduction Creating a will is a crucial step in securing the future of your assets and ensuring that your wishes are honored after your passing. However, laws and circumstances can
One year in, the lessons from South Africa’s two-pot retirement reform
Approximately R60 billion has been withdrawn since South Africa’s new two-pot retirement fund system was implemented a year ago. In a recent briefing to the National Council of Provinces, National
Rethinking investing in an age of uncertainty
For much of the last century, investment success was often linked to foresight. The prevailing belief was that skilled investors could anticipate market cycles, economic inflection points, and policy shifts
Midlife and money: Financial survival guide for women over 40
Women entering their 40s and 50s often find themselves juggling complex financial responsibilities, sometimes for the first time in their lives. This midlife stage, which should ideally bring greater confidence
Unlocking success: The power of process in sports and investing
You’re only as good as your process. You’re not as good as your outcome. Trust the process”. That’s what Handré Pollard said when he was interviewed after kicking the match
Why medical aid alone is not enough
Brokers help clients strike a balance between comprehensive cover and financial sustainability. Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address
Climate change meets insurance: Helping clients weatherproof their future
As unpredictable weather patterns become the new normal, climate change is no longer just an environmental concern – it’s a significant risk factor in your clients’ financial security. Gone are
Take Charge: Why Every Woman Should Know Her Financial Affairs
Women’s Month is more than just a celebration, it’s a powerful reminder of strength, independence, and empowerment. In today’s world, holistic financial independence is one of the most powerful tools

Mapping your advice process: the most important thing you can do in 2025
If your advice process has evolved over time without a structured review, chances are it’s inconsistent and holding back your business growth. Wealth Associates recently undertook the task of mapping

Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the

Rethinking retirement income strategies in a shifting economy
Retirement planning isn’t a one-size-fits-all process. With the economy consistently changing and interest rates (and markets) fluctuating, financial advisers are challenged to design income strategies that provide clients with stability