Daniel Matthee - Advies/Advice

25/03/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/insurance/insurance-solutions

As mens nie kan bekostig om dit te vervang nie, verseker dit.
So se die adviseurs en so se die mense, maar waarom verseker ons nie ons lewens tot volle nie?
Klik op 'speak to a planner' en kies Daniel Matthee om u versekerings behoeftes te hersien.

If you cant afford to replace it, then insure it.
So the advisers say and so says everyone, yet why does people not insure their lives in full?
Click on speak to a planner and select Daniel Matthee to review your insurance needs.

Securing your family’s financial future is one of the most significant ways you can take care of them. Sanlam Life Cover eases the burden on your family should you die unexpectedly by paying out a once-off tax-free amount that can be used to cover their expenses now and in years to come – expens...

16/03/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/financial-planning/financial-planning-process

Kort verduideliking oor die proses met n adviseur.
As u belangstel in n konsultasie, stuur n boodskap, of gaan in by die skakel en klik op 'speak to a planner' en kies Danie Matthee.

Short explination about the process with an adviser.
If you interested in a consultation send a message, or go in by the link and click on speak to a planner and select Daniel Matthee.

If you’ve called on the help of professionals to give you medical or legal advice, you’ll know that there’s nothing like professional training in a specialised field to set you on the right path.

11/03/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/blogs/7-reasons-to-invest-in-a-retirement-annuity

Daar is baie redes om te bele in n uittree annuiteit, maar die grootste rede is om vir u Aftrede te voorsien.
Kyk die verskil wat fonds keuses en typerk kan maak op u doelwit.

There are many reasons to invest in a retirement annuity, but the main reason is to provide for your retirement.
Have a look at the differences fund choice and time makes towards your goal.

Investing in a retirement annuity (RA) provides the flexibility to choose your investment partners and tailor investment options with guidance from your financial planner. You control when and how much to invest, along with your preferred underlying unit trust choices. While workplace retirement ben...

28/02/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/blogs/how-a-retirement-annuity-can-help-you-live-your-best-life

Laat ons nog vir u vandag n Aftrede berekening doen

Let us help you with your Retirement calculation

People are now living longer than in any time in history, but will your retirement savings last as long as you do? Waldette Stoffberg, business development manager at Glacier by Sanlam, breaks down the steps to a life worth living, from now until well into your old age.

13/02/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/campaigns/sanlam-premier-life-insurance-for-graduates-and-professionals

How can I build wealth whilst protecting my family at the same time.
Reach out, and we will show you how.

As a graduate or professional, you’ve invested time and money in building your career. And we’re committed to helping you build your wealth and protect your loved ones should the unexpected happen. The Sanlam Premier life insurance range for Professionals and Graduates has been designed especial...

05/02/2024

Highlight for me.

Have a money conversation:
Talk openly and honestly when it comes to your money matters with your loved ones.

It’s the warm loving moments we share with those closest to us that make life feel so good – and we all want more of those! We also all have money moments with those we love, and these can be difficult, awkward, embarrassing or easy to handle. For instance, telling your spouse about the debt you...

25/01/2024

https://www.sanlamadvice.co.za/adviser/daniel-matthee/blogs/tips-for-a-financially-fit-year

As we step into a new year, many of us aspire to better our lives in various ways, and one of the key areas often at the forefront is financial well-being. Regardless of where you stand financially, there’s always room for improvement.

09/11/2023

An important yet often overlooked area of financial planning, THE WILL.

Doing a will is not simply about your wishes, it also often highlights financial implications of passing.

Let us help you, reach out and find out how we can arrange a meeting with one of our Sanlam Legacy consultants.

If you are interested or would like to further enquire don't hesitate to respond.

Daniel Matthee

04/10/2023

Often the question is asked, why does the executor charge a fee on my estate.

These are a short list of the risks and responsibilities that lay with the executor.

Please have a read.