Life staging in an ever-changing investment world: Is the default still relevant?
Yes, there is room for both a default life stage solution and a more tailored, growth-oriented strategy.
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Retirement 101 webinar: Key takeaways for a secure future
Planning for retirement can feel overwhelming, but the recent Retirement 101 webinar, hosted by MoneywebNOW’s Simon Brown and investment consultant Andre Tuck of 10X Investments, broke it down into practical steps. Here are the standout lessons – and the best quotes – from their discussion.
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behavioural finance | Fareeya Adam | frail care | guaranteed annuities | Life annuity | Momentum Investments
Head vs heart: Tackling retirement decisions with behavioural finance
Retirement is often described in numbers: savings, annuities, income projections. But the decisions made at this stage of life are deeply human and intensely emotional. The fear of loss, overconfidence in investment ability or return potential, and short-term thinking can all derail sound financial planning. Drawing on insights from behavioural finance, Fareeya Adam, CEO of…
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Retirement peace of mind: Why one size doesn’t fit all
Retirement planning isn’t just about choosing between flexibility and certainty – it’s about finding a personalised solution that fits your life. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, explains how the choice of annuities, supported by tailored advice and regulatory safeguards, can help retirees achieve peace of mind.