Vestpro Wealth BlueStar - Authorised by Sanlam

🤔 If you had an extra R500 a month starting this September, would you SAVE it, INVEST it, or SPEND it on something fun?

With the brighter Spring days ahead, let's also reset for a brighter financial future by adopting good money habits and making smarter choices with our hard earned salaries. 🌞

Take time now to plan, so your future self can thank you later.

📞 +27 21 947 6929 Contact us to get started on your personalised plan.

📧[email protected]

🏠2 Strand Street, Bellville, Cape Town, Western Cape, South Africa, 7530

💡 Learn the 9 key elements every sound financial plan should have.





#5. Be prepared for retrenchment

#9. Don’t neglect your paperwork.

Find them all in my blog article 👉 - https://www.sanlamadvice.co.za/bluestar/VestproWealth/blogs/9-essentials-of-a-sound-financial-plan/87815248271342

Vestpro Wealth BlueStar
📞 Phone: +27 21 947 6929
📧 Email: [email protected]
🏢 Office: 2 Strand Street, Bellville, Cape Town, Western Cape, South Africa, 7530

💡 Ready to make smarter financial decisions? Celebrate Money Smart Week with Vestpro Wealth BlueStar and take control of your money. Contact us to speak with a financial adviser.

Website: https://www.sanlamadvice.co.za/bluestar/VestproWealth/contact-us/

Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement income, protect against inflation and support long-term financial security.

Building a Retirement That Lasts | Vestpro Wealth BlueStar | Sanlam Financial Planners Cape Town Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement income, protect against inflation and support long-term financial security.

Your focus is building your future. Keep it protected and save by combining your car and home contents cover this .

Get more value and help when you need it - at no extra cost.

Speak to a short-term insurance adviser below for an obligation free quote or review of your existing insurance:

https://www.sanlamadvice.co.za/bluestar/VestproWealth/contact-us/
+27 21 947 6929

🎈Happy Birthday Raylene Muller - may the year ahead be one of your best! 🎉

Wishing you happiness and success in all areas of your life.

Hope your birthday is as fantastic as you are! 💫💼

A very Happy Birthday to our colleague Peter-John!🎁🥳

May this special day inspire you to achieve even greater things in the year ahead.🎊

🚻 MOMS - YOU NEED TO HAVE A WILL.
HERE'S WHY:

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Having a will is not a luxury of the wealthy; in fact, one could argue that middle income earners require the protection of a will more so than their wealthy counterparts.

Should you die without a valid will in place; the winding up of your estate will follow the requirements set in the Intestate Succession Act, thus disregarding any wishes that you may have had regarding the disbursement of your wealth.

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What about kids?

Should your heirs be minors, their inheritance will be placed in The Guardians fund to be managed by the state until they are 18 years of age. The surviving spouse may end up receiving a much-reduced share of the inheritance.

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Did you know...

After all assets are sold, there is a possibility that the surviving spouse may not have sufficient funds to provide for the basic necessities of the household.

Make sure you have the final say, draft a will!

Speak to a financial adviser at Vestpro Wealth BlueStar anytime for assistance - +27 21 947 6929
https://www.sanlamadvice.co.za/bluestar/VestproWealth/contact-us/