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Staff Writer

The biggest challenges facing household budgets in South Africa



South African consumers remain optimistic about their personal finances, despite ongoing concerns about inflation and economic volatility.


According to TransUnion’s Q2 2024 Consumer Pulse Study, 72% of consumers expect their incomes to rise in the next year, only slightly down from 76% in Q1 2024.


This optimism persists even as 77% of consumers cite inflation for everyday goods as their top financial concern.


Key Findings:

  • Income Expectations: 72% of consumers expect their incomes to increase within the next 12 months.

  • Debt and Savings: 30% are committed to paying down debt faster, while 26% have increased their contributions to emergency funds or stokvels.


Despite a reduction in inflation to 5.2% in April 2024, it remains above the South African Reserve Bank’s midpoint range of 4.5%, with many economists predicting it will stay elevated. Interest rates and job security are also significant concerns for 55% and 52% of consumers, respectively.

As many as 71% of consumers are optimistic about their household finances over the next year, with 63% confident in their ability to meet debt obligations.


However, 37% anticipate difficulties in servicing their current debt, particularly among Gen X and Millennials.


In response to financial uncertainty:


  • 30% of consumers prioritised faster debt repayment.

  • 26% increased savings in emergency funds or stokvels.

  • 20% saved more for retirement.


Impact on Discretionary Spending


  • 38% plan to allocate more funds to bills and loans over the next three months.

  • Consumers intend to cut back on non-essential spending:

  • Travel and dining out (net 22% planned to reduce spending).

  • In-store or online shopping (net 5%).

  • Large purchases like appliances or cars (net 7%).

  • Credit and Financial Inclusion


Access to credit is critical for financial inclusion, with 91% acknowledging its importance. However, only 38% feel they have sufficient access to credit, with Millennials leading at 47%.


Among Gen Z, 41% plan to apply for new credit or refinance existing credit, but only 32% believe they have sufficient access. Popular credit products among Gen Z include personal loans (35%), credit cards (26%), and student loans (25%).


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