Rejoice Mbasa - Sanlam Financial Adviser in Mthatha

Rejoice Mbasa - Sanlam Financial Adviser in Mthatha As a financial planner, I understand that each client's needs are unique.

I work closely with clients to understand their goals and challenges, providing personalised advice to guide them through life's financial decisions.

πŸ’‘ Divorce can bring significant financial changes, making it important to understand the impact on your income, assets, ...
25/08/2026

πŸ’‘ Divorce can bring significant financial changes, making it important to understand the impact on your income, assets, savings, and future financial goals. Being informed can help you make confident decisions and build a secure financial future.

It is said that nearly half of all marriages in South Africa end in divorce. Unfortunately divorce usually goes hand in hand with great unhappiness about the way in which the assets the two parties have built up over the years should be divided.

Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement...
21/08/2026

Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement income, protect against inflation and support long-term financial security.

Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement income, protect against inflation and support long-term financial security.

A serious illness affects more than health. It can impact income, savings and your family's financial wellbeing. Cancer ...
18/08/2026

A serious illness affects more than health. It can impact income, savings and your family's financial wellbeing. Cancer cover forms part of a holistic protection strategy designed to provide support during challenging times.

Review whether your current cover remains appropriate for your needs:
https://www.sanlamadvice.co.za/adviser/rejoice-mbasa/insurance/cancer-cover/

πŸ“ž Phone: 0728339414
πŸ“§ Email: [email protected]
🏒 Visit: Metropitan Place, 1st floor, Corner Leeds and Craister street, Mthatha, 5099

17/08/2026

🚻 MOMS - YOU NEED TO HAVE A WILL.
HERE'S WHY:

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“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.

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“œ
What about 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.

πŸ“œπŸ“œπŸ“œπŸ“œπŸ“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 Rejoice Mbasa anytime for assistance - 0728339414
https://www.sanlamadvice.co.za/adviser/rejoice-mbasa/contact-us/

16/08/2026

We all say it: "I don't have time."
But Ziphozihle Mabindla-Mlisa offers us a powerful reminder: We make time for what matters.

For her, wealth is health so that she can be fully present for the people she loves. The ones who love her. The ones who support her and show up for her.

Money matters. But people matter more.

Continue the conversation. Watch Ziphozihle Mabindla-Mlisa full interview and explore more stories of women redefining what wealth means: https://bit.ly/4x3QKy0

πŸ’œ   is the perfect opportunity to pause and assess your financial future. Ask yourself: If I couldn't earn an income tom...
15/08/2026

πŸ’œ is the perfect opportunity to pause and assess your financial future.

Ask yourself: If I couldn't earn an income tomorrow, would my family be financially secure?

Am I saving enough for retirement?

Do I have appropriate insurance cover in place?

Women often juggle multiple responsibilities while putting themselves last financially. Taking ownership of your financial plan today can create freedom and confidence tomorrow.

Speak to Rejoice Mbasa πŸ“² 0728339414 about closing any gaps in your protection, retirement strategy and investment plan.

Want to learn more? See blog article below:
https://www.sanlamadvice.co.za/adviser/rejoice-mbasa/blogs/questions-every-woman-should-ask-herself/

Ladies, here’s how you can help the men in your life take care of their health πŸ’™   As the CEOs of the household, we know...
13/08/2026

Ladies, here’s how you can help the men in your life take care of their health πŸ’™

As the CEOs of the household, we know it’s not always easy to get them to book that check-up β€” but Rejoice Mbasa has got you covered!

Here’s how to lead the way to healthier living:

1.Make the appointment. Men need regular check-ups just like women to detect and prevent health problems. Book a lunch date as a post check-up reward.

2.Plan to exercise together. Many health conditions, such as colon cancer, can be prevented by regular exercise. Go for a walk, or play a game of tennis over the weekend. Also, guys are very much into their gadgets apps and tech. There are a number of men’s health apps available today to help the man in your life to live healthier.

3.Tweak your diet. Whether the goal is to lose weight or to gain muscle; a healthy diet is the way to go. Incorporate more fruit and veg, lean proteins like fish or chicken, high-fibre foods like beans and legumes, oats and avocado, and wholegrains like brown rice and pasta, whole wheat bread and quinoa.

4.Encourage him to stop smoking. Smoking is linked to heart disease, lung disease, cancer and strokes.

5.Find ways to eliminate stress. Balance work with downtime or a fun hobby.

Talk to your partner about health related articles you come across; ask him to make sure that he’s around for a long time.

Source: nationaltoday.com, heart.org, newsworks.org, canadianliving.com. hitchedmag.com, oprah.com, today.com, greatest.com, technotox.com, livescience.com, mh.com, nurseadvisormagazine.com, menshealth.com, mom.com, huffpost.com, stopcoloncancernow.com, gov.za, lifeinsurance.standardbank.co.za, healthline.com

πŸ’™ Looking for medical aid that truly puts you first?Sanlam and Fedhealth have listened to what South Africans want β€” bui...
10/08/2026

πŸ’™ Looking for medical aid that truly puts you first?

Sanlam and Fedhealth have listened to what South Africans want β€” building on what works, reshaping where needed, and creating a medical aid experience designed around you.

DOWNLOAD MEDICAL AID PLAN BROCHURES FROM OUR WEBSITE FOR:

β˜‘οΈ flexiFED Savvy

β˜‘οΈ flexiFED 1

β˜‘οΈ flexiFED 2

β˜‘οΈ flexiFED 3

β˜‘οΈ flexiFED 4

β˜‘οΈ maxima EXEC

β˜‘οΈ maxima PLUS

There is no greater wealth than your health. Joining our healthcare partner, Fedhealth, means you can enjoy medical aid that’s BUILT DIFFERENT for the future – and your evolving needs.

09/08/2026

Travel, entertainment, wellness – Sanlam Reality offers benefits that add value to every part of your life. πŸ€©πŸŽ‰

From discounts on flights and accommodation to savings on fitness, entertainment and everyday wellness, it is designed to help you get more from the things you already enjoy.

If you would like to find out more about becoming part of Sanlam Reality and how it can complement your financial journey, feel free to contact me.

πŸ“ž Phone: 0728339414
πŸ“§ Email: [email protected]
🏒 Office: Metropitan Place, 1st floor, Corner Leeds and Craister street, Mthatha, 5099

Which benefit would you use the most in 2026? Let us know in the comments below. πŸ‘‡

Address

Metroplitan Place, Corner Leeds And Craister Street
Umtata
5099

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