Momentum Corporate

"Can't I just save for retirement on my own?" It’s a fair question. Mareli Mans and Shameer Chothia CFP® put DIY investments head-to-head with employer group schemes to uncover the hidden cost advantages most people miss. https://lnkd.in/dUTDBuzG

Your Smart ID has gone from “Miss” to “Mrs”, but your beneficiary information is still stuck in 2024? 👀 Marriage is one of those life changes that usually comes with a new surname, a new WhatsApp profile picture and a surprising amount of admin. Don’t let your employee benefits be the one thing that didn’t get the update. As a FundsAtWork member, it only takes a few minutes to review and update your beneficiary information. Log in to your Smart Benefit Statement and update. https://lnkd.in/ee5J-D5T

For years, your family's spaza shop has been more than just a business. It's where children stopped for a Bibbo or Chappies after school. Where neighbours popped in for bread before breakfast. Where someone rushed to buy salt halfway through cooking dinner. It's helped put food on your family's table while becoming a reliable part of someone else's daily routine. But if something happened to you as the Founder, would everyone know who should take over? A valid will helps protecting both your family's future and the legacy you've created in your community. https://lnkd.in/dRhHMscb

Did you know? Waiting for a bigger salary or "the right time" to start saving is costing you far more than you realise. Mareli Mans and Shameer Chothia CFP® break down the real cost of delay and why time is your biggest asset. https://lnkd.in/dVDMvegq

Are you of the belief that you shouldn’t be forced to pay for employee benefits just because you’re in formal employment? Feel like you’re squeezed enough without what feels like an “extra line item” taking a chunk from your income? We sat down with Mareli Mans and Shameer Chothia CFP® to look at why group cover is quietly the ultimate financial safety net — especially when times get tough. Watch for a quick reality check. https://lnkd.in/dm4cYccT

When your clothes no longer fit, you give them away.When the Tupperware lids mysteriously disappear, you throw away the container. So why is your beneficiary information often the one thing that never gets a refresh? When last did you check that the beneficiaries on your list are still the people, you’d want to reap the rewards of your hard work? As a FundsAtWork member, it only takes a few minutes to review and update your beneficiary information, so it reflects your real life, not a version of you from years ago. Log in to your Smart Benefit Statement and check whether your beneficiary information is still up to date. https://lnkd.in/ee5J-D5T

Some of the most valuable things we leave behind can't be measured in rands. The Sterns watch your grandfather saved up to buy your grandmother. Or a vintage clock that's chimed through generations of family gatherings. Without a valid will, even treasured family heirlooms can become a source of uncertainty. Make sure the things that carry your family's stories are passed on the way you intended. https://lnkd.in/dRhHMscb

A family business can survive recessions, loadshedding, strikes and decades of hard work... only to lose its direction once the founder passes because there was no plan for what comes next. Without a valid will and estate plan, uncertainty can quickly replace continuity. Decisions stall. Families disagree. The legacy you've spent a lifetime building can become difficult to protect. Speak to a financial adviser about a will and estate planning to make sure your business has a plan for the future. https://lnkd.in/dRhHMscb

Strong results. Trusted relationships. A shared commitment to our clients' financial success. We're proud of what we've achieved together and even more excited about what lies ahead. As we continue to grow, we'll remain focused on helping our clients build, protect and achieve their financial dreams.