Susan Groenewald - Sanlam Financial Adviser, Porterville

14/06/2026

🚻 DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

📜📜📜📜📜

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.

📜📜📜📜📜
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.

📜📜📜📜📜
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 Susan Groenewald anytime for assistance -
https://www.sanlamadvice.co.za/adviser/Susan-Groenewald/contact-us/

13/06/2026

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.

A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.

12/06/2026

‘n Testament is nie net papierwerk nie – dis ‘n plan vir die mense wat jy liefhet. Leer waarom dit belangrik is om ‘n testament te hê (veral as jy kinders het), hoe dit help om probleme te voorkom, en hoe dit vir jou gesin duidelikheid en gemoedsrus kan bring.

A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.

08/06/2026

🎉08.06.2026🎉 As Sanlam-adviseurs is ons trots om deel te wees van ’n nalatenskap wat al vir meer as ’n eeu mense bemagtig om met vertroue te leef.

Gesels met 'n Sanlam adviseur, en ontdek hoe om 'n veiliger toekoms vir jou en jou gesin to beplan - https://www.sanlamadvice.co.za/adviser/Susan-Groenewald/about-us

Susan Groenewald
📞 Phone:
📧 Email: [email protected]
🏢 Office: 30 Mark Street, Porterville, Western Cape, South Africa, 6810

Vir 108 jaar het Sanlam saam met Suid-Afrikaners gegroei — altyd aanpasbaar, betroubaar en kliënt-gefokus.

07/06/2026

📲 1. Deel hierdie boodskap met jou beste vriend

💬 2. Beveel jou finansiële adviseur aan
Susan Groenewald

[email protected]
30 Mark Street, Porterville, Western Cape, South Africa, 6810

Groei saam — met sekerheid.

👉 Skakel hier in: https://www.sanlamadvice.co.za/adviser/Susan-Groenewald/about-us

04/06/2026

Wil jy jou kind ‘n groot voorsprong gee? Hierdie artikel deel praktiese wenke wat maklik toegepas kan word - soos om spaar op ‘n vroeë ouderdom aan te moedig, openhartig oor skuld te praat, en ‘n voorbeeld te stel om geldgewoontes aan te kweek wat ‘n leeftyd hou.

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.

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.

30/05/2026

Important information we shared with moms in May over the Mother's Day weekend...

#1 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/Susan-Groenewald/blogs/having-a-financial-plan-to-prepare-for-your-first-child-is-important/

26/05/2026

Income protection insurance helps protect your income if illness or injury prevents you from working. It can cover up to 85% of your salary, helping you manage bills, debt and daily expenses. It is especially valuable for breadwinners, self-employed people and those without large savings.

Do I need income protection insurance? Get clear on risks, income gaps, and how to keep your finances stable if illness or injury affects your earnings—secure peace of mind.