Retha Lubbe

31/03/2020

Sometimes coming together means staying apart. Do your part and stay home 🏠Supported by Sanlam. Keeping you in safe hands for over 100 years

30/03/2020

People often contemplate whether it’s beneficial to hire a financial adviser or not. Financial advisers help you with the financial planning process to reach your goals. Your goals might include retirement, saving for university, minimising your tax burden, giving to charity, budgeting or generating an income.
HTTPS://WWW.THESOUTHAFRICAN.COM/NEWS/FINANCE/DOES-FINANCIAL-PLANNING-ADVICE-REALLY-MAKE-A-DIFFERENCE/

Financial planner: With global uncertainty on the increase, now is a good time to ensure your investments and assets are being managed.

30/03/2020

A will stipulates how your property, possessions, money and other assets will be distributed when you pass away, and gives you peace of mind that your estate will be taken care of. If you require a will that is simple and straight forward, our online will is exactly what you need. Simply complete the form to generate your will, and return the original signed copy of your will to the Sanlam Head Office. For only R57.50 per year, we will keep your will in safe custody and provide you with a range of additional benefits.
If you have any questions or suspect that your will might be more complicated, please contact me.

HTTPS://WWW.SANLAM.CO.ZA/PERSONAL/FINANCIALPLANNING/WILLSTRUSTSESTATES/PAGES/ONLINE-WILL.ASPX

A will stipulates how your property, possessions, money and other assets will be distributed when you pass away, and gives you peace of mind that your estate will be taken care of. If you require a will that is simple and straight forward, our online will is exactly what you need. Simply complete th...

30/03/2020

What does mean for South Africa?


HTTPS://BUSINESSTECH.CO.ZA/NEWS/FINANCE/385575/SOUTH-AFRICA-DOWNGRADED-TO-FULL-JUNK-STATUS/

Moody’s Investors Service cut South Africa’s credit rating below investment grade, delivering the country a full house of junk assessments as it grapples with a nationwide lockdown to curb the spread of the novel coronavirus.

30/03/2020

HTTPS://WWW.MONEYWEB.CO.ZA/NEWS/SOUTH-AFRICA/MOTSEPE-FOUNDATION-AND-SANLAM-PLEDGE-R1BN-TO-FIGHT-COVID-19-CRISIS/

The billionaire and his partners have joined the pledges of fellow philanthropists the Rupert and Oppenheimer families.

26/03/2020

25/03/2020

As we monitor and learn about the spread of COVID-19 in our communications, we continue to implement the necessary health and safety precautions to protect our clients and employees.
𝐏𝐥𝐞𝐚𝐬𝐞 𝐧𝐨𝐭𝐞 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐢𝐬 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐬 𝐮𝐬𝐮𝐚𝐥 - 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐡𝐞𝐥𝐩 𝐨𝐟 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞.
🔹Meetings don't need to be cancelled - arrangements will be made to exercise social distancing and clients may also opt to meet virtually via video and teleconferencing;
🔹Documents may be sent through to us using Email or WhatsApp and signatures accepted via Sanlam E Sign;
🔹You can also get direct access to your portfolio and plan information via Sanlam Secure Services should you not be able to reach us.

19/03/2020

https://www.sanlamintelligence.co.za/retail/covid-19-what-policymakers-can-and-cant-do/

Sanlam Investments’ economist, Arthur Kamp, discusses the options open to Treasury and the Reserve Bank to support the economy during the Coronavirus crisis.

19/03/2020

https://www.sanlamreality.co.za/wealth-sense/how-to-form-habits/

18/03/2020

COVD-19 update – Will I be covered?

Ensuring peace of mind for you and your loved ones is of utmost importance and we would like to address queries surrounding the Coronavirus Covid-19 infection and what Sanlam covers.

Sanlam does not cover any specific virus infection, other than HIV, as a claimable event. However, Sanlam can confirm that it covers any claimable event in their living benefit product suite caused by this COVID-19 virus or any other virus or infective organism.

Under Sanlam’s Sickness benefit, the Official Disability Guidelines (ODG) will be used as per the product contractual requirements, to determine valid period of sick leave, including time required for quarantine as per medical doctor instruction.

Under the Severe Illness-, Impairment- and Disability benefits, the medical evidence provided against the claimable events irrespective of the cause that triggered the claimable event, will be assessed.
Remain vigilant and healthy by practicing safe hygiene habits
We would also like to take this opportunity to urge our clients to remain vigilant and healthy by practicing safe hygiene habits. The World Health Organisation encourages frequent hand washing and use of approved hand sanitisers. In addition, to cover your nose and mouth with a tissue, whilst coughing and sneezing and to discard these immediately. If there is a history of recent international travel and you have cold symptoms or if you have cold symptoms with a direct contact with someone affected with coronavirus, self-isolate and contact your treating medical practitioner as soon as possible.

Whilst the coronavirus is highly infectious, most individuals only have mild symptoms and by practicing safe hygiene habits, affected individuals can contain the spread.

13/03/2020