Jason Pentz - Financial Advisor - Focus Wealth

18/05/2026

DEBT, the silent (sometimes not so silent) financial killer.

Understanding why and how the debt got there in the first place is always the overlooked first step...figure this out, with some small behaviour changes and everything can look different.

If you need some help with this, please reach out:

[email protected]
074 181 7181

Debt can be useful in moderation, but too much can trap you in a cycle. This blog shares practical ways to regain control, break free from over-indebtedness, and take confident steps toward a healthier financial future.

15/05/2026

Retirement sums start with a goal, or even just a dream.

Dream 💭
Partner 🤝
Plan 📊
Goal ✅

https://www.sanlamadvice.co.za/bluestar/focuswealth/blogs/retirement-planning-when-the-maths-doesnt-math/87572550201463

[email protected]
074 181 7181

Retirement planning isn’t just about numbers. Learn how timing, compound interest, savings rate and advice shape a realistic, confident retirement.

11/09/2025

“The thing your family inherits from you, should not only be your receding hairline.”

A light-hearted video with a powerful reminder - true legacy is built with intention.

Whether it’s a well-structured estate plan, generational wealth strategies, or simply modelling healthy financial habits, we all have the opportunity to leave more than memories...we can leave legacy.

If you (or the people who gave you a receding hairline) need a new or revised financial plan, I am here to help you put the right plans in place so that tomorrow’s inheritance is more than a joke about genetics, it’s a gift of stability and purpose.

Get in touch:

https://www.sanlamadvice.co.za/bluestar/focuswealth/adviser/jason-pentz/87572550201463

10/09/2025

Starting small beats waiting till you can afford to save big. Just start!!

Maximise your tax savings

09/05/2025

Long overdue post that I will leave on Linkedin...because if you are anything like me, the Facebook brain capacity will fail😅

From Career Development to Financial Planning… How Did That Happen? It’s a question I’ve been asked often...and something I said I would explain in my previous post. Honestly, it’s a question I’ve asked myself more than a few times - especially when I see how far I’ve come, how much I’...

05/05/2025

Your home, your retirement savings, your investments — they’re all valuable. But what is the most important asset in your financial plan? YOU!!

Your ability to earn, make decisions, and adapt is the foundation that supports everything else. That’s why protecting yourself - your income, your goals, and your wellbeing - should be a top priority.

Let’s build a plan that puts YOU at the centre of your financial future.

📩 Send me a message or book a chat — I’d love to help you get started.

23/04/2025

Fun way to communicate some truth!!! "You don't need to be financial expert, you just need to partner with one!

10/02/2025

Week 3 of 3 presenting "Financial Wellness" to the final year Medical Students at - done and dusted.

The core message we emphasised was that "you don't need to be a financial expert, you just need to partner with one."

This message applies to more than just med students...it applies to anyone who wants to be in a better place financially.


Sanlam
Focus Wealth Bluestar - authorised by Sanlam

https://www.sanlamadvice.co.za/bluestar/focuswealth/adviser/jason-pentz/87572550201463

06/02/2025

Investing in yourself should not stop when you achieve your short-term goals, like landing that new job or that getting that well earned promotion.

Use those achievements to invest into your future self too...and

https://www.sanlamadvice.co.za/bluestar/focuswealth/adviser/jason-pentz/87572550201463

05/02/2025

The most simple concept about saving for 'tomorrow' is...JUST START today!

Here is another tax efficient way to save for your tomorrow.

To find out how to start your tax fee investment, or the many other ways to save that will reduce how much tax you each month, give me a shout.

https://www.sanlamadvice.co.za/bluestar/focuswealth/adviser/jason-pentz/87572550201463

02/05/2024

More 70% of people in SA pass away without a valid will in place.

Other ways of saying this is:
- more than 70% of people in SA pass without a plan
- more than 70% of people leave it for others (or the courts) to figure out,
- more than 70% of people leave the family with the financial burden of passing, that they may not be able to pay for...

If you need to get your will sorted and have a plan put in place, please give me a shout. The 30 minutes it can take will save your loved one's months, if not years as well as LOTS of money.