Jonathan Ebersey - Sanlam Financial Adviser, Johannesburg

15/06/2026

🚻 DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

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Having a will is not a luxury of the wealthy; in fact, one could argue that middle income earners require the protection of a will more so than their wealthy counterparts.

Should you die without a valid will in place; the winding up of your estate will follow the requirements set in the Intestate Succession Act, thus disregarding any wishes that you may have had regarding the disbursement of your wealth.

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What about your kids?

Should your heirs be minors, their inheritance will be placed in The Guardians fund to be managed by the state until they are 18 years of age. The surviving spouse may end up receiving a much-reduced share of the inheritance.

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Did you know...

After all assets are sold, there is a possibility that the surviving spouse may not have sufficient funds to provide for the basic necessities of the household.

Make sure you have the final say, draft a will!

Speak to a financial adviser Jonathan Ebersey anytime for assistance - 0824622566 / 0116090334
https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/contact-us/

14/06/2026

"Better Financial Futures for New Fathers"


First-time fatherhood brings with it feelings of joy and excitement 😃, but it can also cause anxiety 😰. You’re no longer living for yourself alone. Instead, you become aware that all your actions impact a new person that is wholly dependent on you 👶.

This alone can make you want to rethink a few of your choices. For new fathers, the desire to contribute to the financial freedom and a fruitful life for your family is paramount 💪🏡.

Financial freedom may not be something that happens overnight 🌙, but with the right tools 🛠️, knowledge 📚, perseverance 🏋️, and discipline 🧘, it is possible.

Here are some TIPS FOR NEW DADS to get started on your journey to financial freedom:

Educate yourself
- learn what financial freedom means to you and how to manage money.

Pay off debt
- there are different methods like the snowball or avalanche, find what works for you!

Create a budget
- with a new baby, expenses change, so make sure your budget reflects that.

Build an emergency fund
- aim for 3 months of living expenses to cover unexpected costs.

Get life insurance
- protect your family in case something happens to you.

Invest for the future
- explore stocks, ETFs, or real estate (do your research first!).

Save for retirement
- plan for your golden years so your kids can focus on theirs.

Save for education
- start saving early to ensure your child has a bright future.

Follow for more tips like these.

13/06/2026

DADS, BROTHERS, HUSBANDS, SONS...
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Not getting to the doctor as often as you should? 🤔

Here are eight basic self-checks that men can do at home to keep track of their health.

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https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/


https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/

Not getting to the doctor as often as you should? Here are eight basic self-checks that men can do at home to keep track...

04/06/2026

Jonathan Ebersey says: "Strong in body. Sharp in mind. Smart with money."

Whether it’s setting up a budget, planning for the future, or getting the right advice — looking after your money is part of looking after you. 💪

FOLLOW for more on

SEE website link in bio for an interesting article to share with men called - "Prostate cancer myths – debunked"

💙 Jonathan Ebersey
📞 0824622566 / 0116090334
📧 [email protected]

03/06/2026

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.

02/06/2026

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.

31/05/2026

Financial Literacy Tips

Prioritise 💰 SAVINGS 💰 even when living from pay-cheque to pay-cheque.

A strict approach to how you split your income between financial goals and short-term discretionary expenses is key to prioritising saving when you are living pay-cheque to pay-cheque.

The initial discomfort of putting more money 💸 towards financial freedom will be balanced out when debt is no longer a line item in your budget. 🏦

PLUS, once you've eliminated debt 👍, the fraction of your income that would've gone towards repayments can now start growing into a sizeable amount of savings so you can realise your financial goals.

See other things you can prioritise when living on pay-cheque to pay-cheque in this article. 👏 👉 Like, SHARE, follow and INVITE others to benefit from these

https://www.sanlamreality.co.za/wealth-sense/how-to-budget-if-youre-living-pay-cheque-to-pay-cheque/

29/05/2026

Retirement income planning starts years before you leave your workplace for good.

Together with Glacier by Sanlam we break down what you need to think about and what costs you are likely to grapple with when you retire.

Listen to full podcast here: https://bit.ly/4fcu5d2

Questions?
Contact Jonathan Ebersey
📞 Phone: 0824622566 / 0116090334
📧 Email: [email protected]
🏢 Office: Oxglen Building, 1st Floor, C/O Oxford and Glenhove Road, Rosebank, Johannesburg, 2193

27/05/2026

Investment scams rarely succeed by accident. Research in behavioural finance shows that many fraud schemes are structured to exploit predictable patterns in human decision-making.

Mathews Vattakunnel unpacks a range of biases fraudsters exploit to scam you, and how disciplined decision-making can help you stay protected.

Read more in the article below.

Research in behavioural finance shows that many fraud schemes are structured to exploit predictable patterns in human decision making.