Sperrylite BlueStar - authorised by Sanlam

Sperrylite BlueStar - authorised by Sanlam Our financial planners are authorised by Sanlam to advise you on a full range of financial solutions.

15/06/2026

๐Ÿšป DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ

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.

๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ
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.

๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ๐Ÿ“œ
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 at Sperrylite BlueStar anytime for assistance - 0158801600
https://www.sanlamadvice.co.za/bluestar/sperrylite/contact-us/

12/06/2026

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/bluestar/sperrylite/blogs/retirement-planning-when-the-maths-doesnt-math/87482701776229

Questions?
Contact Sanri Lottering
๐Ÿ“ž Phone: 0158801600 / 0742860633
๐Ÿ“ง Email: [email protected]

10/06/2026

Your store card is costing you more than you think. ๐Ÿ’ณ

This week on Grow Your Wealth: Financial Freedom โ€” Pillar 1: Getting Debt-Free.

Here's what you need to know:
โœ… Good debt builds assets (home loan, student loan)
โŒ Bad debt costs you (store cards, credit cards, payday loans at 20%+)
๐Ÿ’ก The avalanche method: pay highest interest rate first โ€” not the biggest balance
๐Ÿ”ต If debt feels unmanageable, debt review through the NCR is a legal option โ€” not a failure

Catch up on the series:
ยท Ep 1: What financial freedom means
ยท Ep 2: Getting debt-free (this week!)
ยท Ep 3: Building your emergency fund โ€” next Wednesday

Take our FREE Financial Check quiz:
https://www.sanlamonline.co.za/financial-check/go?link=e4b3a567-85b3-43b0-f31a-08de5d7b5c24

Or WhatsApp us: 072 863 4426

Men face high risks of cancer, heart disease and disability, often long before retirement. Asking your adviser questions...
10/06/2026

Men face high risks of cancer, heart disease and disability, often long before retirement. Asking your adviser questions about illness cover, income protection and family support can help you stay financially confident and protected if life takes an unexpected turn.

Learn more below...
https://www.sanlamadvice.co.za/bluestar/sperrylite/blogs/mens-health-questions-to-your-financial-adviser/9719308961777

๐Ÿ“ž Phone: 0158801600 / 0834465001
๐Ÿ“ง Email: [email protected] / [email protected]
๐Ÿข Office: 16 Hans van Rensburg Street, Polokwane CBD, Polokwane, 0699

  Elmien Lottering says: "Strong in body. Sharp in mind. Smart with money."Whether itโ€™s setting up a budget, planning fo...
09/06/2026


Elmien Lottering says: "Strong in body. Sharp in mind. Smart with money."

Whether itโ€™s setting up a budget, planning for the future, or getting the right advice โ€” looking after your money is part of looking after you. ๐Ÿ’ช

FOLLOW for more on

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

๐Ÿ’™ Sperrylite BlueStar
๐Ÿ“ž 0158801600
๐Ÿ“ง [email protected]

Hereโ€™s a question on  :๐Ÿ‘‰ Would you trust your financial adviser with your best friendโ€™s future?Because great financial a...
07/06/2026

Hereโ€™s a question on :
๐Ÿ‘‰ Would you trust your financial adviser with your best friendโ€™s future?

Because great financial advice isnโ€™t just about numbersโ€ฆ
Itโ€™s about helping the people you care about live better, plan smarter, and feel secure ๐Ÿ’ผ๐Ÿ“ˆ

If youโ€™ve been thinking about your next money move โ€” or have a bestie who should โ€” nowโ€™s the perfect time to start the conversation ๐Ÿ‘‡

๐Ÿ”— Share my details below:
Sanri Lottering
๐Ÿ“ณ 0742860633
๐Ÿ“ง [email protected]

๐Ÿ“ฉ Send me a message or tag a friend who deserves solid financial guidance



๐Ÿ‘ฏโ€โ™‚๏ธ๐Ÿ’™ Best Friends Day is about trustโ€ฆ the kind where youโ€™d recommend something โ€” or someone โ€” without hesitation.

A meeting with a financial adviser shouldnโ€™t feel intimidating. It should feel empowering. Please share this checklist w...
04/06/2026

A meeting with a financial adviser shouldnโ€™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.

03/06/2026

๐Ÿ“ข Financial freedom isn't a dream โ€” it's a plan. And it starts here.

This is Grow Your Wealth: Financial Freedom โ€” a 6-part Wednesday series where we break down the exact steps every South African in their 20s and 30s needs to take to stop living paycheck to paycheck and start building real wealth.

Here's what we'll cover:
ยท Ep 1: What financial freedom means (this week!)
ยท Ep 2: Getting debt-free
ยท Ep 3: Building your emergency fund
ยท Ep 4: Saving for retirement
ยท Ep 5: Saving for your children's education
ยท Ep 6: Your personalised action plan

Follow us so you don't miss an episode.

๐Ÿ”—Not sure where to start? Take our FREE Financial Check quiz:
https://www.sanlamonline.co.za/financial-check/go?link=e4b3a567-85b3-43b0-f31a-08de5d7b5c24

Or WhatsApp us: 072 863 4426 โ€” we'll respond personally.

Want to give your child a head start? This article shares practical, easy to apply tips - like encouraging saving early,...
03/06/2026

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.

Thereโ€™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.

Address

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