Gerda Beukes SanlamAllianz Financial Adviser

27/10/2026

Quick financial check-in. 👀

How many did you answer YES to?

5/5? Great. Keep reviewing.

3/5? You already have some foundations in place.

0–2? Now you know where the conversation can start.

Financial planning isn't about getting a perfect score. It's about understanding where you are and deciding what deserves attention next.

Speak to your financial adviser if you'd like help working through your list.

22/10/2026

Namibia's retirement fund industry received approximately N$11.0 billion in contributions during 2024, an increase of 10.3% from the previous year.

That's a big number.

But your retirement won't be determined by the industry's number.

What matters to you is what you're contributing, how long you have to invest and whether your current plan is moving you towards the retirement you want.

That's a much more useful number to know.

19/10/2026

A little extra today could make a meaningful difference to your retirement tomorrow.

If you already contribute to a Retirement Annuity, you may now be able to make additional once-off contributions and potentially enjoy additional tax benefits.*

Speak to your SanlamAllianz Financial Adviser to find out more.

*Subject to applicable legislation and contribution limits.

16/10/2026

More income often quietly becomes more spending.

A nicer car. More takeaways. A few subscriptions. An upgrade here and there.

There's nothing wrong with enjoying what you've worked for.

But when your income increases, it's also a great opportunity to increase what you're putting towards your future.

Even directing part of an increase towards your long-term goals can help you make progress without feeling like you're taking something away from your current lifestyle.

13/10/2026

Having a retirement fund through your employer doesn't automatically answer the most important question:

Will it be enough for the retirement you want?

Your contributions, years until retirement, investment growth, future needs and other savings all form part of the picture.

Don't simply know that you're contributing.

Understand what you're working towards.

08/10/2026

This Customer Service Week, we celebrate our frontline and client service teams who listen with care and go the extra mile to help our clients live with confidence. Thank you for making a difference every day. 💙

07/10/2026

📍 Black Chain, we’re coming your way!

The will be at Black Chain tomorrow from 11:00–15:00.

Our Roadshow Guide, Jamie (JLoss), will also be on-site to engage with you, alongside our team ready to help you grow your financial confidence. Plus, there are exciting prizes to be won!

Diarise the date and come through! 💙

07/10/2026

Having a Will is important.

Having a Will that still reflects your life today is just as important.

Think about what may have changed since yours was drafted. Your family, assets, responsibilities or wishes may look very different now.

Don't only ask "Do I have a Will?"
Ask "Is my Will still right for my life?"

Your financial adviser can help you understand where your Will fits into your broader financial and estate plan and guide you towards the appropriate specialist support.

05/10/2026

You don't need to overhaul your entire financial life in one weekend.

Sometimes it starts with checking a few important things.

Your circumstances change over time, and your financial arrangements should be reviewed along the way.

Save this list and work through it one question at a time.

30/09/2026