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πŸ’š MONEY MATTERS WITH ANNETJIEWhat are you willing to give up for your goal?A burger and chips. Sushi. Pizza. Biltong. A ...
30/10/2026

πŸ’š MONEY MATTERS WITH ANNETJIE

What are you willing to give up for your goal?

A burger and chips. Sushi. Pizza. Biltong. A braai. A milkshake with ice cream. We all have things we enjoy spending money on, and there is nothing wrong with a treat.

But when someone tells me, β€œI don’t have money to save or pay for insurance,” I often ask: Is there one expense you could choose less often to make room for something that matters more to you?

Perhaps it is one takeaway a week. That small change could become a regular contribution towards your child’s future, a holiday, retirement, or protection for your family.

You do not have to give up everything you enjoy. Start with a goal, look honestly at what you spend, and decide what you are willing to change. Your dream deserves a place in your budget too.

πŸ’¬ What goal would you start saving for?

πŸ“ž 072 072 5219
βœ‰οΈ [email protected]

πŸ’š MONEY MATTERS WITH ANNETJIE | TAX WEEK: DAY 5A tax-efficient investment plan starts with your goals.This week, we look...
30/10/2026

πŸ’š MONEY MATTERS WITH ANNETJIE | TAX WEEK: DAY 5

A tax-efficient investment plan starts with your goals.

This week, we looked at tax-free savings, fixed deposits, unit trusts, and the difference between investing as an individual and through a company.

Each option can serve a purpose. The right question is: What do you need your money to do for you?

Are you building an emergency fund? Saving for your child’s future? Planning for retirement? Or investing money you may need in five years?

Your answer affects how much access you need to the money, how much investment risk is suitable, and which tax rules matter to you.

A tax benefit is valuable, but it should support your financial plan. Before you invest, take time to understand the costs, the risks, and what you may receive after tax.

πŸ’¬ If you would like to talk through your investment goals, send me a message. A clear plan can help you make your next decision with confidence.

πŸ“ž 072 072 5219
βœ‰οΈ [email protected]

RETIREMENT IS NOT JUST ABOUT AGE β€” IT'S ABOUT CHOICES.At 30, retirement feels a lifetime away.  At 50, we start thinking...
27/10/2026

RETIREMENT IS NOT JUST ABOUT AGE β€” IT'S ABOUT CHOICES.

At 30, retirement feels a lifetime away.
At 50, we start thinking about it.
At 70, we hope we planned well.
At 80 and 90, we want financial security, independence and peace of mind.

πŸ’š **The decisions you make today will shape the life you live tomorrow.**

Retirement planning isn't just about saving money. It's about protecting your dignity, your independence and your freedom to enjoy every season of life.

β˜• **Let's have a Coffee Date β€” your future self will thank you!**

**Money Matters with Annetjie**
Annetjie Visser | Financial Adviser
πŸ“ž 072 072 5219
πŸ“§ [email protected]

πŸš€πŸŒπŸ’š READY FOR MY SPACE ADVENTURE!Super excited about the next two days as I step into the world of AI, Innovation and th...
21/10/2026

πŸš€πŸŒπŸ’š READY FOR MY SPACE ADVENTURE!

Super excited about the next two days as I step into the world of AI, Innovation and the Metaverse! πŸš€βœ¨

I'm looking forward to learning, exploring new possibilities and discovering how technology can help us work smarter and serve people better.

πŸ’š My mission? To bring fresh ideas, valuable knowledge and exciting insights back to my colleagues at Old Mutual and, most importantly, my clients!

Because no matter how advanced technology becomes, the human connection will always matter. 🀝

🌍 The future is changing, and I'm excited to be part of it!

πŸš€ Space adventure, here I come!

πŸ’š

πŸš€πŸŒ TODAY I BECAME AN ASTRONAUT… WELL, SORT OF! πŸ‘©β€πŸš€And what an experience it was!This afternoon, I had the opportunity to...
20/10/2026

πŸš€πŸŒ TODAY I BECAME AN ASTRONAUT… WELL, SORT OF! πŸ‘©β€πŸš€

And what an experience it was!

This afternoon, I had the opportunity to explore the Metaverse ahead of the exciting two-day AI Summit taking place on 21 and 22 October 2026.

There I was, walking around in a completely virtual world with my little astronaut avatar, exploring my surroundings and getting a glimpse of what awaits us over the next two days.

I must admit, I felt a little like a child discovering something completely new! πŸ˜„

But beyond the excitement of walking around as an astronaut, something much bigger happened.

It opened my mind to the possibilities of artificial intelligence and the future of technology.

One of the insights that stood out to me today was that AI is not simply a search engine or a tool that gives us answers.

It can become a collaborator β€” helping us think differently, explore ideas, solve problems and discover opportunities we may never have considered before.

And the more clearly we communicate our goals, provide context and explain what we want to achieve, the more meaningful that collaboration becomes.

As a Financial Adviser, I cannot help but think about the opportunities this creates for financial education, communication and the way we connect with people.

But one thing remains important to me:

πŸ’š No matter how advanced technology becomes, we must never lose the human connection.

Tomorrow, the real learning journey begins!

I'm incredibly excited to attend the next two days, learn from brilliant minds, challenge my own thinking and bring some of those insights back to my network.

Because you're never too old to learn something new, and you're certainly never too old to become an astronaut for an afternoon! πŸ‘©β€πŸš€πŸš€

The future isn't something we should simply watch unfold. It's something we should be willing to explore.

Here's to curiosity, courage and new beginnings!

Annetjie Visser Financial Adviser | Old Mutual

19/10/2026

MONEY MATTERS WITH ANNETJIE RETIREMENT PLANNING SERIES | DAY 1 πŸ“… Monday, 19 October 2026 WILL YOUR MONEY LAST AS LONG AS YOU DO? We spend most of our working lives earning money, paying bills, raising families and trying to build a better future. But have you ever stopped to ask yourself: β€œWhen...

19/10/2026

MONEY MATTERS WITH ANNETJIE DAY 1 | INTEREST RATES: FRIEND OR FOE? Have you ever wondered why your home loan repayment increases, but the interest earned on your savings can also improve? The answer often lies in one powerful financial factor: INTEREST RATES. Interest rates influence more than we re...

17/10/2026

πŸ’šβœ¨ EXCITED, HONOURED AND GRATEFUL!

πŸš€ SINGULARITY SOUTH AFRICA SUMMIT 2026 | 21–22 OCTOBER

I am incredibly excited and grateful to have been selected as part of the Old Mutual Metaverse Group, giving me the opportunity to participate virtually in the Singularity South Africa Summit 2026!

🌍 The future of technology is here, and I get to experience it through the Metaverse!

This is not simply watching an online conference. It is an opportunity to participate in an immersive virtual environment, explore innovative ideas and connect with forward-thinking people.

πŸ’š As a financial adviser, I believe that learning, adapting and embracing change are essential.

Artificial intelligence, digital transformation and emerging technologies are changing the world around us, including the financial services industry.

But one thing I firmly believe:

Technology can enhance the way we provide financial services, but human connection, trust and understanding will always remain at the heart of meaningful financial advice.

I look forward to learning from industry leaders, exploring new perspectives and sharing valuable insights with my LinkedIn community.

A special thank you to Old Mutual for this wonderful opportunity to learn and grow.

🌟 21–22 October 2026 β€” I'm ready to embrace the future, virtually!

πŸ’š Annetjie Visser
Financial Adviser | Old Mutual

πŸ“± 072 072 5219
πŸ“§ [email protected]

Money Matters with Annetjie – Building Financial Confidence for a Brighter Tomorrow.

15/10/2026

MONEY MATTERS WITH ANNETJIE DAY 2 | SECTION 14 TRANSFERS πŸ”Ž WILL I LOSE MY RETIREMENT SAVINGS IF I TRANSFER? One of the biggest concerns people have when considering transferring their retirement savings is: "What happens to the money I've already saved?" The good news is that a properly structure...

15/10/2026

DAY 2 | SECTION 14 TRANSFER AWARENESS SERIES WILL I LOSE MY RETIREMENT SAVINGS IF I TRANSFER? Your retirement savings represent years of hard work, dedication and financial commitment. But here's a question worth asking: Are your retirement savings still working towards YOUR financial goals? Many So...

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