Carol Maphike - Sanlam Financial Planner, Pretoria

Take a deep breath and relax. You've prepared thoroughly 📚🧠; now it's time to trust your instincts and do your best.

SHARE WITH A STUDENT, CHILD OR CLASSMATE FOR INSPIRATION

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 Carol Maphike to discuss how you stay in control when it comes to your savings, investments and insurance. https://www.sanlamadvice.co.za/adviser/carol-maphike/contact-us/

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

Happy World Teachers Day to the educators who shape young minds and hearts. Your work is truly inspiring. 🧠❤️

💙
Carol Maphike







https://www.facebook.com/BasicEd

Did you know 70% of South Africans die without a valid will in place?* And most people don’t plan for the unexpected cost of dying and winding up an estate.

Get in touch and let’s secure your legacy today.
Carol Maphike
📞 0780323238
📧 [email protected]
🏠 Cnr Lynnwood & Daventry Road, Lynnwood Glen, Pretoria, 0081

📳 Get more info on my website - https://www.sanlamadvice.co.za/adviser/carol-maphike/campaigns/introducing-the-sanlam-legacy-plan

*Source: Master of the High Court Survey, 2022.

As a parent, you invest for your children's education, list them as beneficiaries to your life cover and employer fund benefits and, finally, put a will in place to make sure your wishes will be honoured. But did you know that a minor child cannot manage their inheritance on their own without the assistance of a legal guardian?

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Don't forget these exclusive travel benefits from Sanlam Reality if you're travelling this September School holiday -

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According to the National Treasury, the implementation of the two-pot system will affect all retirement funds, including defined benefit funds. This is what it means to you as a member of the GEPF.

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