Intelliplan Bluestar

18/06/2026

‘n Vergadering met ‘n finansiële adviseur behoort nie intimiderend te voel nie. Dit behoort bemagtigend te voel. Deel asseblief hierdie kontrolelys met jou kontakte om hulle te help om voorbereid te wees wanneer hulle met een van ons finansiële adviseurs vergader en met duidelikheid en sekerheid uit te stap.

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.

17/06/2026

No matter how qualified or well paid your children become, it may all amount to nothing if they cannot manage their money.

Fortunately, as a Father or a Mother, you have the power to equip your children with the tools they need to be financially savvy.

https://www.sanlamadvice.co.za/bluestar/intelliplan/blogs/what-parents-should-be-teaching-children-about-money/2202477018866

15/06/2026

Kontak Natie Botha
🤳 https://www.sanlamadvice.co.za/bluestar/intelliplan/adviser/natie-botha/2202477018866

Lees meer - https://www.sanlamadvice.co.za/bluestar/intelliplan/blogs/plan-carefully-for-your-childs-inheritance/2202477018866

15/06/2026

🚻 DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

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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.

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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.

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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 Intelliplan BlueStar anytime for assistance - 0169310128
https://www.sanlamadvice.co.za/bluestar/intelliplan/contact-us/

13/06/2026

As 'n ouer belê jy vir jou kinders se opvoeding, lys hulle as begunstigdes van jou lewensdekking en werkgewerfondsvoordele, en plaas laastens 'n testament in plek om seker te maak jou wense word uitgevoer. Maar, het jy geweet dat ‘n minderjarige kind nie self hul erflating sonder die bystand van ‘n wettige voog kan beheer nie?

Thoughtful estate decisions help protect children, manage taxes, and avoid future disputes. Set clear intentions and structure wealth transfers with care. Take control now.

10/06/2026

‘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.

Proper estate planning, especially drafting a valid will, is essential for safeguarding your assets and ensuring your loved ones are taken care of after you’re gone. Yet, more than 70% of South Africans don’t have a will, often due to misconceptions that it’s costly, complex, or only necessary...

09/06/2026

Natie Botha says: "Strong in body. Sharp in mind. Smart with money."

Whether it’s setting up a budget, planning for the future, or getting the right advice — looking after your money is part of looking after you. 💪

FOLLOW for more on

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

💙 Intelliplan BlueStar
📞 0169310128
📧 [email protected]

07/06/2026

🎉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/bluestar/intelliplan/about-us

Intelliplan BlueStar
📞 Phone: 0169310128
📧 Email: [email protected]
🏢 Office: 17 Hertz Boulevard, CW 1, Vanderbijlpark, Gauteng, 1911

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

03/06/2026

Financial confidence can be developed from a young age. We shared 3 ways to help your children build confidence by developing their financial literacy.

Financial confidence can be developed from a young age. Here are three ways to help your children build confidence by developing their financial literacy.

01/06/2026

Let go of money shame—it's only holding you back. Financial struggles happen to everyone, but shame won’t fix them. Instead, focus on learning, growing, and taking control of your finances.