JC Astle-Financial Adviser
As a Financial Adviser I strive to give people peace of mind in a turbulent world. Focused on specia
Talking Point: Tax-Free Savings Account
Awesome product to add to your savings portfolio.
The name says it all but benefit from the tax-free vehicle by not paying tax on interest, dividends or capital gains.
No exit penalties and you are allowed to withdraw at any time.
Yearly contribution limits: R 36 000
Lifetime contribution limit: R 500 000
Product Insight: CASHBACK
Why Cashback? Receive your premiums back after 15 years.
Many people feel long term insurance is a waste, or i don't need it now i'm still young. Well here is your answer.
Add the CASHBACK benefit to your policy and in the case of you paying every month you will receive your premiums back.
BE SMART. BE INFORMED
https://sanonline.sanlam.co.za/sanonlinequote/hyb/00838022/5/
Klink on the link and discover what you need!! The new normal..
Product Viewing: LIFE COVER
No one wants to think about death – especially when you’re young and healthy. But think about what would happen if
you were to die unexpectedly. Would your family be able to cope without your income?
Why is Life cover needed?
Pay for a funeral?
Pay executor’s fees, estate duty and other costs involved in the administration of an estate?
Repay any debts?
Looking out for the welfare of your loved ones.
Leaving a LEGACY.
For this reason Life Cover still remains the best insurance choice a person can make. It is the most unselfish act one can do to look after the ones you love.
Interesting 🤔🤔
Time in the Market👌
Building up your Emergency Fund is one of the first steps!
One thing’s for sure: paying off debts (especially while interest rates are low) and building up an emergency fund can help you prepare for any changes in the future.
Invest in your future!
Sanlam Cumulus Echo Retirement Plan Future-proof your life
Be on top of your financial situation. You do not have to do it alone.
Ask the difficult questions now so that you can have a better future.
Looking forward to working with you..
Trying to be successful without a plan isn't going to get you to your dreams. Review and plan for the future..
Have the right plan to hit the target.
The future is uncertain but your Retirement doesn't have to be...
Sanlam Cumulus Echo Retirement Plan Boost to your retirement savings
Be prepared..
How to cope with a cut in pay If you’ve had to take a pay cut, you may be feeling hopeless, especially if you were living frugally before your wages or salary was slashed. But there is hope.
Good Read ...
The importance of risk cover Risk cover ensures you and your family will have an income should anything happen to you.
Business as usual, even in lockdown – Glacier Insights The Investment Hub offers a way of working that means you can access the Glacier system and process your business, literally, from anywhere in the world.
Don't wait! Get a quote free of charge for all your financial needs. Nothing beats the feeling of knowing you are on the right track to success.
Here is what you need to know. If all else fails get in touch with me. 🙂
Lockdown tip: Don't be caught off guard by the current situation. Do a review of your insurance/retirement. Do i have enough cover? Do i need cover? Is my will up to date ? Am i keeping track with my retirement goal?
Start early and stay invested!
[INFOGRAPHIC] Don't be tempted to withdraw your money after a year of negative returns. The longer you stay , the greater your chances of recovering any losses.
Read more: http://ow.ly/3pfV50t5Lgq
Have a read..
Make sure you are ready for the unforeseen!!
Anything can happen anytime, anywhere.
Are you ready for those unforeseen circumstances? Here's how to prepare.
Sanlam Cumulus Echo Retirement Plan Boost your retirement savings with our Echo Bonus.
Get in touch - [email protected]
Be rewarded for staying committed🥳
Why not start today??
Want to save?
Why not in a Tax-free savings account with Sanlam.
Sanlam Tax-free Investments From as little as R350p/m
Do not plan to fail..
Contact the business
Telephone
Website
Opening Hours
Monday | 09:00 - 17:00 |
Tuesday | 09:00 - 17:00 |
Wednesday | 09:00 - 17:00 |
Thursday | 09:00 - 17:00 |
Friday | 09:00 - 17:00 |