Succession Financial Planning Dwayne van Schalkwyk - Financial Advisor

Question: I have seen several stories in social media about the imminent collapse of the US economy. We recently had a major collapse in the Japanese market and the local stock market also fell. Should we take our money out of the markets and invest in gold coins?

Kenny Meiring's article offers valuable insights on this topic.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-08-25-before-investing-remember-these-three-principles/

Do you have a will in place?

If not let us assist you and ensure your loved ones are taken care of when you no longer can.

Setup an apointment so we can assist you.

[email protected]
010 023 0672
082 308 9409

Question: I am 30 years old and earn R 20,000 a month. I have no savings whatsoever and want to start putting some money away for my retirement. How do I go about doing this?

Kenny Meiring's article offers valuable insights on this topic.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-07-28-best-two-ways-a-younger-person-can-start-saving-for-retirement/

Question: I will be inheriting a retirement annuity from my late father. What are the options open to me?

This article by Kenny Meiring offers excellent perspectives on this subject.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-07-21-how-to-make-the-most-out-of-inheriting-retirement-annuity/

QUESTION: I will be retiring soon and have a life insurance policy for about R2.6-million. My monthly premium is R2,555 with 7% cover growth and 10% premium growth.

I no longer need the cover as I have no debt or dependants. I also have sufficient liquid assets to meet any estate liquidity issues.
I don’t want to cancel the policy without exploring the option of letting my children take over the policy. Does it make sense for them to take it over?

Kenny Meiring's article provides valuable insights on this.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-06-30-life-insurance-let-your-kids-take-over-your-policy/

Is it better to take a life annuity with a higher initial payout, but no escalation in the premium, or to take a life annuity with a lower initial payout but with an annual escalation?

Kenny Meiring provides answers in todays article.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-06-23-how-to-navigate-the-financial-management-choices-involving-life-annuities/

"I have R3-million in retirement savings and am looking for an income of R25,000 a month. Should I die first, I would like my wife to receive the same pension that I received."

A Living Annuity, a Joint Life Annuity or a Capital Preservation Annuity or a Hybrid solution are among the options, but there are pros and cons to all of them, Kenny Meiring sheds some light on this in todays article.

Follow this link to explore the full article: https://www.dailymaverick.co.za/article/2024-06-02-there-are-retirement-options-if-you-havent-saved-enough/

**Job Posting: Junior Broker Admin Assistant**
Are you detail-oriented and passionate about providing exceptional administrative support in the insurance industry? Join our dynamic team as a **Broker Admin Assistant** and help us deliver top-notch service to our clients.
**Position: Broker Admin Assistant**

**Responsibilities:**
- Administrative Support: Perform a variety of administrative tasks to support the brokerage team, ensuring efficient office operations.
- Claims Handling and Follow-Up: Manage and process insurance claims, follow up with clients and insurance companies to ensure timely resolution.
- Applications Management: Assist in preparing, submitting, and managing insurance applications, ensuring accuracy and completeness.
- Quote Follow-Up: Track and follow up on insurance quotes, liaise with clients and underwriters to facilitate the quotation process.
- Policy Updates: Handle policy updates and amendments, ensuring that all changes are accurately reflected and communicated to clients.
* Qualifications:
- Strong organizational and multitasking skills.
- Excellent communication skills, both written and verbal.
- Attention to detail and accuracy.
- Proficiency in Microsoft Office Suite.
- Prior experience in an insurance or brokerage setting is a plus.

**Benefits:**
- Opportunities for professional development and growth.
- Supportive and collaborative work environment.

If you are a proactive and dedicated professional looking to make a significant impact in a reputable brokerage firm, we would love to hear from you. Apply today by submitting your resume and cover letter.
**How to Apply:**
Please send your resume and cover letter to [email protected] with the subject line "Broker Admin Assistant Application.

Office based in Springs

🚛 **Protect Your Fleet with Dwayne and SFP Advice!** 🚛

As a commercial truck operator, your business depends on the road. Make sure you have the best protection with Dwayne, your trusted insurance adviser from SFP Advice. With tailored coverage plans, competitive rates, and exceptional customer service, we’ve got you covered every mile of the way.

🌟 Why Choose Us?
✅ Comprehensive Coverage
✅ Competitive Rates
✅ Expert Advice

Don’t leave your fleet’s future to chance. Contact Dwayne at SFP Advice today and drive with confidence!

📞 Call now: 010 023 0672 or 082 308 9409

BNI Modjadji - East Rand, South Africa

Smart investment

Monday Motivation

Register now for the 2nd Trimester. Call 011-812-0070

Happy Freedom Day from Succession Financial Planning.







゚

Family businesses were around long before multinational corporations emerged. Even before the Babylonian, Greek and Roman empires, they were a reality. And sibling rivalry, a prominent feature of some family businesses, dates back to the biblical brothers Cain and Abel!

Governance structures and governance tools such as a family business constitution, advisory committees, family forums and proper succession planning remain vital for family businesses to succeed, from generation to generation. Ethics and values are the underlying ingredients that keep it all together.

Follow this link: https://www.sfpadvice.co.za/blog/articles/Pages/centuries-of-success.aspx

Dwayne Van Schalkwyk from Succession Financial Planning Dwayne van Schalkwyk - Financial Advisor will be doing his keynote presentation on the 16th of April 2024.

He will be addressing the topic of "Insurance Crime," delving into how various crimes impact you and your insurance policy. He'll explore how insurance can provide protection against Poverty Crimes, Professional Crimes, Cyber Bullying/Attacks, and Identity Theft. This keynote is one you won't want to miss!

We are the only chapter in the East Rand that meets exclusively online. Say goodbye to wasted time and fuel – attend the presentation and network with us from the comfort of your own home.

To secure your spot click the link to register: https://tinyurl.com/mv8fzdtf or email us at [email protected] to receive Zoom meeting details.

BNI® Modjadji - Raining referrals to flood your business opportunities.

Not correctly insured? Concerned about your property?

Give us a call to assist you with comprehensive insurance

HashTag ME is all about helping small and medium businesses thrive in the digital world. Join Nicole Van Der Schyff as she unveils how their strategic digital marketing solutions are transforming businesses across South Africa, the UK, and Australia. Join our online networking meeting on 20 February 2024 at 07:15 for insights, success stories, and actionable tips to elevate your online presence and drive growth.

To secure your spot and receive Zoom meeting details, please contact us at [email protected].

BNI® Modjadji - Raining referrals to flood your business opportunities.

BNI® brings together passionate business owners for connections, knowledge sharing, and growth. Join over 20 like-minded entrepreneurs virtually as we collaborate to elevate each other's businesses.

Commercial and Private Insurance

Give us a call should you want a quote or a review on your current insurance. We are service driven brokerage and ensure all claims are handled with speed and care. We work with all major insurance companies in S.A.

Dwayne van Schalkwyk
0823089409
0100230672
[email protected]

Bassed in Springs but can assist across South Africa!!!

Watch this story by SFP Advice on Instagram before it disappears. 57 Followers, 111 Following, 39 Posts