Stacey-Lee Ann Strauss - Sanlam Financial Adviser, Bellville

13/06/2026

Stacey-Lee Ann Strauss shares "FIVE ESSENTIAL FINANCE TIPS FOR NEW FATHERS" 👨‍👧‍👦💸

📌 1.TACKLE DEBT:

If you’ve been making use of debt (such as a credit card with high interest rates) to support a lifestyle that you can’t really afford, it’s time to free yourself up. On the other hand, a strategic investment such as a home loan can be a positive move.

📌 2.SET GOALS:

Prioritise goals that will help you to secure a healthy financial future for your family. Plan your monthly budget, and determine how much you can save. Once you’ve paid off your debt and saved enough to cover about 3 months’ worth of living expenses, you can consider investing.

📌 3.COVER YOURSELF:

Insurance policies that deal with life-changing events such as DISABILITY, DEATH and RETIREMENT provide security through either a lump sum payment (for example on the death of a spouse) or an income in the long term, for example if you are disabled and cannot carry on earning a salary. Examples of long term insurance policies include life insurance, funeral policies and retirement annuities.

Speak to Stacey-Lee Ann Strauss a Sanlam Financial Adviser 0729950958

📌 4.MAKE THE MOST OF YOUR MEDICAL AID:

If you’re a member of a registered medical aid scheme, your new baby should receive immediate cover. Check your plan to see if there are any particular perks for babies, such as a dedicated programme for newborns. The best medical plan for you and your baby will depend on the baby’s needs and your budget.

📌 5.PLAN FOR EDUCATION:

Many parents choose a dedicated education plan to save for high school or tertiary education fees. Keep in mind that education involves more than school fees – you’ll also need to consider sports outings, gifts for schoolfriends’ birthday parties, aftercare and transport.

Check out this info on our website to work out just how much your child's education may cost - https://www.sanlamadvice.co.za/adviser/Stacey-Lee-Ann-Strauss/investments/education-planning

10/06/2026

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.

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.

09/06/2026

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.

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.

08/06/2026

🎉 Happy 108th Birthday, Sanlam on 08.06.2026 💙 As Sanlam Financial Advisers, we are proud to be part of a legacy that continues to adapt, evolve, and put you first — every step of the way. 💼

Because your future deserves more than a plan… it deserves a partner you can trust.

📲 Not yet with Sanlam? Let’s start your journey today.

Get in touch with your Financial Planner below - https://www.sanlamadvice.co.za/adviser/Stacey-Lee-Ann-Strauss/about-us

Here’s to the next chapter of building better futures — together. 🥂


For over a century, Sanlam has been part of South Africans’ journeys — helping families grow, protect what matters, and build lasting financial confidence. ✨

02/06/2026

A will isn’t just paperwork - it’s a plan for the people you love. Learn why having a valid will matters (especially if you have children), how it helps avoid complications, and how it can bring clarity and peace of mind for your family.

Proper estate planning, especially drafting a valid will, is essential for safeguarding your assets and ensuring your loved ones are taken care of after you’re gone. Yet, more than 70% of South Africans don’t have a will, often due to misconceptions that it’s costly, complex, or only necessary...

28/05/2026

Retirement income planning starts long before you leave your workplace for good. It's a numbers games, but starts with a vision of what you would like your Life 2.0 to look like in your 60s, 70 and 80s.

It's never too early to consider what your future life could look like.

Learn more and get in touch on my blog: https://www.sanlamadvice.co.za/adviser/Stacey-Lee-Ann-Strauss/blogs/retirement-planning-when-the-maths-doesnt-math/

Questions?
Contact Stacey-Lee Ann Strauss
📞 Phone: 0219471700 / 0729950958
📧 Email: [email protected]

25/05/2026

Creating a secured financial future for a newborn is one of the most important things young parents should do, but very often many new parents do not know what to do and where to begin.

Here are some ways to prepare financially (and more generally) for your baby.

Find out more in my blog post here: https://www.sanlamadvice.co.za/adviser/Stacey-Lee-Ann-Strauss/blogs/having-a-financial-plan-to-prepare-for-your-first-child-is-important/

24/05/2026

💬 "Watching how families are able to turn their dreams into achievable goals — that's the real reward of this job."

🌟 EVERY CAREER HAS ITS REWARDS — WHAT'S YOURS? 🌟

Becoming a trusted and successful Sanlam Financial Planner takes dedication, professional qualifications, and a genuine commitment to people. It’s a career built on expertise, ethics, and long‑term relationships — and the reward comes from seeing clients reach life milestones with confidence, knowing you played a meaningful role in their journey.

💼 Stacey-Lee Ann Strauss
0219471700 / 0729950958

Learn more about my career here: https://www.sanlamadvice.co.za/adviser/stacey-lee-ann-strauss

23/05/2026

In running and in life, there are no shortcuts. 🏃🏾✨
Every "K" you bank, every early morning you choose, every session you push through when it would be easier to stop. That is the currency that buys progress.

Effort is not just what you spend on the road. It’s what you invest in yourself. And LIKE ANY GOOD INVESTMENT, the returns compound over time.