Jonathan Ebersey - Sanlam Financial Adviser, Johannesburg

I will show you how to future-proof your ability to provide for your family, now and when you no longer can.

To the dads who wear many hats - partner, friend, coach, teacher, provider — we salute you for always choosing to show up, every day, to support and protect your family.

Jonathan Ebersey
📞 0824622566
📧 [email protected]
Leave me a message here: https://www.sanlamadvice.co.za/adviser/jonathan-ebersey

Here’s to all the father figures who lead, guide, and inspire.

Wishing you a truly special day this weekend!

💙 Jonathan Ebersey
📞0824622566 / 0116090334
📧[email protected]

🚻 DADS - 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 your 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 Jonathan Ebersey anytime for assistance - 0824622566 / 0116090334
https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/contact-us/

"Better Financial Futures for New Fathers"


First-time fatherhood brings with it feelings of joy and excitement 😃, but it can also cause anxiety 😰. You’re no longer living for yourself alone. Instead, you become aware that all your actions impact a new person that is wholly dependent on you 👶.

This alone can make you want to rethink a few of your choices. For new fathers, the desire to contribute to the financial freedom and a fruitful life for your family is paramount 💪🏡.

Financial freedom may not be something that happens overnight 🌙, but with the right tools 🛠️, knowledge 📚, perseverance 🏋️, and discipline 🧘, it is possible.

Here are some TIPS FOR NEW DADS to get started on your journey to financial freedom:

Educate yourself
- learn what financial freedom means to you and how to manage money.

Pay off debt
- there are different methods like the snowball or avalanche, find what works for you!

Create a budget
- with a new baby, expenses change, so make sure your budget reflects that.

Build an emergency fund
- aim for 3 months of living expenses to cover unexpected costs.

Get life insurance
- protect your family in case something happens to you.

Invest for the future
- explore stocks, ETFs, or real estate (do your research first!).

Save for retirement
- plan for your golden years so your kids can focus on theirs.

Save for education
- start saving early to ensure your child has a bright future.

Follow for more tips like these.

DADS, BROTHERS, HUSBANDS, SONS...
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Not getting to the doctor as often as you should? 🤔

Here are eight basic self-checks that men can do at home to keep track of their health.

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https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/


https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/

8 Health self-checks men can do at home Not getting to the doctor as often as you should? Here are eight basic self-checks that men can do at home to keep track...

Jonathan Ebersey says: "Strong in body. Sharp in mind. Smart with money."

Whether it’s setting up a budget, planning for the future, or getting the right advice — looking after your money is part of looking after you. 💪

FOLLOW for more on

SEE website link in bio for an interesting article to share with men called - "Prostate cancer myths – debunked"

💙 Jonathan Ebersey
📞 0824622566 / 0116090334
📧 [email protected]

A meeting with a financial adviser shouldn’t feel intimidating. It should feel empowering. Please share this checklist with your contacts to help them walk in prepared when meeting one of our financial advisers and leave with clarity and confidence.

Checklist When Meeting Your Financial Adviser | Jonathan Ebersey | Sanlam Financial Planner | Johannesburg Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early, talking openly about debt, and leading by example to build confident money habits that last a lifetime.

7 Tips Secure Your Childs Financial Future | Jonathan Ebersey | Sanlam Financial Planner | Johannesburg There’s never been a greater need for parents to give their children a solid financial foundation. For those who are unsure where to start, here are a few tips (and fun ideas) to guide you in having this conversation.

Financial Literacy Tips

Prioritise 💰 SAVINGS 💰 even when living from pay-cheque to pay-cheque.

A strict approach to how you split your income between financial goals and short-term discretionary expenses is key to prioritising saving when you are living pay-cheque to pay-cheque.

The initial discomfort of putting more money 💸 towards financial freedom will be balanced out when debt is no longer a line item in your budget. 🏦

PLUS, once you've eliminated debt 👍, the fraction of your income that would've gone towards repayments can now start growing into a sizeable amount of savings so you can realise your financial goals.

See other things you can prioritise when living on pay-cheque to pay-cheque in this article. 👏 👉 Like, SHARE, follow and INVITE others to benefit from these

https://www.sanlamreality.co.za/wealth-sense/how-to-budget-if-youre-living-pay-cheque-to-pay-cheque/