Jonathan Ebersey - Sanlam Financial Adviser, Johannesburg

14/10/2026

The year-end is fast approaching, with less than 3 months to go before we all start winding down for some well-deserved time off.

In the lead up we suggest that you review the following key "allowances" and financial considerations:

REVIEWING YOUR FINANCIAL PLAN

The final quarter of the year is a good time to "spring clean" your financial plan to ensure that you are on track to achieve the goals set out at the beginning of the year.

REVIEWING YOUR WILL

We encourage you to review your will or have a new will drafted.

HOLIDAY SAVINGS PLAN

If you haven't started already, now is the time to start saving for those end-of-year expenses.

This year has been a challenging year for us all. For the last quarter, our advice to you is to focus on what you can control and not focus on things that are out of your hands.

Some of the things you can control are your finances.

Get in touch with a financial planner Jonathan Ebersey to discuss how you stay in control when it comes to your savings, investments and insurance. https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/contact-us/

Source:
iol.co.za/personal-finance/finan...-times-of-market-volatility/

11/10/2026

A reminder that your health matters. 💗
This Breast Cancer Awareness Month, Jonathan Ebersey and team is encouraging every woman to make time for the conversations, check-ups, and self-examinations that could make a difference.

Early awareness starts with knowing your body and paying attention to changes. It's also about supporting the women in our lives, whether that's a mother, sister, friend, colleague, or client.

Let's use this month to spread awareness, share knowledge, and remind one another that looking after our health is one of the most important investments we can make.

Together, we can help create a future where more women have access to information, support, and early detection.

SHARE THIS MESSAGE with the women around you

10/10/2026

A decision you make today could have a lasting impact on a child's tomorrow. Get in touch with Jonathan Ebersey 0824622566 to discuss their future today.

08/10/2026

Teachers, you've spent hours preparing lesson plans for your classes during the first 3 Terms of the year... the question is, did you give your pay cheque the same attention?

Jonathan Ebersey can help you design your “financial lesson plan” that teaches you how to make smart money decisions and stay on track.

✅ Start planning today → https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/financial-planning/financial-planning-process/

Book a 1 on 1 session with Jonathan at the link above or call 📞 0824622566 / 0116090334 / 0824622566 and let’s build your financial plan together.

07/10/2026

Take these steps to help you stay vigilant and reduce your risk of breast cancer. For more information about products that are available to mitigate the financial impact of cancer, contact a Sanlam Financial Adviser today.

I am a highly family orientated person with a gregarious personality. My mantra is living with honesty & integrity. My aim is to empower my clients to become financially independent. I take a customised approach which takes into consideration the complexity and uniqueness of each client’s position...

06/10/2026

When discussing cancer, the conversation often focuses on treatment and recovery.

But there’s another reality that deserves attention: THE FINANCIAL IMPACT.

Beyond direct medical expenses, individuals and families may face reduced income, additional travel costs, caregiving expenses, and other unforeseen financial pressures. These challenges can have a lasting effect on long-term financial wellbeing.

For financial professionals and consumers alike, understanding the broader financial implications of serious illness is an important part of effective financial planning.

An informed plan is not about predicting the future. It’s about preparing for uncertainty.

Read my full article here:
🔗 https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/blogs/the-hidden-cost-of-cancer/

06/10/2026

A cancer diagnosis affects more than your health. It can affect your financial resilience too.

Many South Africans have medical aid in place, but few fully account for the indirect costs associated with treatment, including transport, reduced productivity, time away from work, and family support requirements.

This highlights an important financial planning principle: managing risk isn't only about covering medical expenses. It's also about protecting your ability to navigate unexpected life events without significant financial strain.

Understanding the different protection solutions available can help individuals and families make more informed financial decisions and strengthen their long-term financial security.

If you've never reviewed how cancer cover fits into your broader financial plan, now may be a good time to start. Speak to Jonathan Ebersey
📞 Phone: 0824622566 / 0116090334 📧 Email: [email protected] 🏢 Visit: Oxglen Building, 1st Floor, C/O Oxford and Glenhove Road, Rosebank, Johannesburg, 2193

Learn more about Cancer Cover products on my website and discover how it can complement your financial planning strategy.

Fight cancer, not your finances with this comprehensive solution. Supplement existing cover and take care of unexpected costs.

03/10/2026

Heart-related illnesses remain among the biggest silent threats - especially here in South Africa, where one person suffers a stroke every 12 minutes and cardiovascular diseases claim many lives daily. The good news? Simple, consistent lifestyle choices can make a huge difference. This blog offers five essential, easy-to-follow steps - from improving your diet and staying active to monitoring your blood pressure - that can help you safeguard your heart, today and for years to come.

Cardiovascular diseases claim more lives globally than any other disease. In South Africa alone, it is estimated that five people are affected by strokes every hour. Adopting healthier lifestyle habits becomes crucial to lowering your risk and safeguarding your heart. Below are five tips for you to....

30/09/2026

Learn the 9 key elements every sound financial plan should have. E.g. Tip #5. Be prepared for retrenchment.
#9. Don’t neglect your paperwork.
Find all nine tips in my blog article during .

Recent years have proven one thing – being adaptable, flexible, responding quickly to change and being resilient are traits that we need if we are to survive, and thrive, in a world that’s constantly changing. We cannot stress enough the importance of a financial plan designed by an appropriatel...

29/09/2026

Most people think estate planning is complicated, expensive and something to sort out later. Jonathan Ebersey says it's none of those things!

Want to learn more? Watch Webinar 🔗 https://event.on24.com/wcc/r/5473996/9B284D4D8FFA64737D91D966537CF96D?utm_source=DEP-BlueStar