Taylored Financial Solutions

On 28 May 2021, National Treasury issued Government Gazette Notice no. 44640; this notice increases the previous R7 000 de minimis amount to R15 000, effective 1 March 2021. This means if you are under 55 and have an old small Retirement annuity lying around you are able to access it now xx

Good news for Disovery Health members, a focus on mental health, fertility treatments covered for members on higher plans, Shariah compliant plan options and no increases for 2021 until June next year 🕺🏻💃🏻

Yay some good news for Disco Health members

COVID Vaccine probability high before year end - says Steve Bell the Director it BMI Global Asset Management. This means expected growth in risk assets and equities as economic activity and earnings are regained. If you have stopped your investments during the COVID slump get back in quickly. Missing even one day in the markets will significantly slash the growth on your investment. 😘

Go Hetty you good thing, pushing the boundries, going against the norm, making wise financial decisions. We like you, you are too cool xx

Umhlanga residents please support Park Lane Spar who throughout the past year have donated to Operation Bobbi Bear and again this morning donated the proceeds of the egg challenge to this home for abused children

This incredibly kind client donated a boot full of eggs, maize and milk to Operation BobbiBear this morning and have on a bi-monthly basis for the last year been supporting this home for children of abuse. The home was teaming with children and exhausted staff and I was told that so many of the regular sponsors have not been able to drop off food due to the lockdown restrictions so it has been an incredibly trying time with the bulk of the staff not being on hand to help and children coming through the door and cupboards being empty. Thank you Park Square Spar for being there through all seasons for this worthwhile cause. We love your ❤️ for paying it forward.

Get behind the Spar COVID challenge and donate.

Eating healthy now is so important and now all the more rewarding # # #

If you need a premium holiday from your Momentum retirement annuity send an email to [email protected] with your ID number in the subject line along with Premium Holiday Request for 4 Months

Discovery, Momentum, Liberty, Old Mutual, FMI, PPS, Sanlam - lets give our mutual clients a 2 month premium holiday and in the event of a claim deduct the missed premiums off the claim amount. Surely this is better than losing clients outright and leaving them without cover. Lets stand together to keep our clients covered.