EP 2: What questions to ask your financial adviser at the beginning of the year

Andile Jonas, Head of Marketing at Momentum Savings, spoke to DJ Fresh (Thato Sikwane), an influential voice in South Africa’s media landscape, on the Fresh Breakfast Show on 93.8 FM on 27 January 2026.

“Am I heading towards where I want to go? Putting money away is not the same as growing wealth.”

The talking points:

• Planning is important to help us prioritise.
• The importance of looking at the long term and future goals.
• The meaning of tax efficiency.

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