Discover Shirley - Financial Advisor
Discover Shirley - Financial Advisor
  • Видео 18
  • Просмотров 1 815
Last Thursday of the Month Club | Two-Pot Retirement Reform
For July's Last Thursday of the Month Club we delved into the nitty gritty details of the Two-Pot Retirement Reform coming into effect 1st September 2024. We highlight what the implications would be should you decide to withdraw from your savings pot and whether this decision should be taken lightly.
Просмотров: 50

Видео

What happens to your business and family when you die?
Просмотров 516 часов назад
In this presentation Shirley highlights the importance of business protection and continuity options for business owners should you pass away. This is a brief presentation aimed at creating awareness around financial planning for business owners.
Last Thursday of the Month Club | Maximizing the YOUR Discovery Rewards | June 2024
Просмотров 26Месяц назад
For June’s Last Thursday of the Month Club we decided to dissect your 2023 Discovery Rewards Statement. Are you earning more rewards than “People Like You”? Well you should be. We also discuss the Discovery Bank offering and how to improve your Vitality Money status. Are you maximizing the shared value from Discovery? Let us show you how
Last Thursday's Club | Protecting your Family from the Start | April 2024
Просмотров 163 месяца назад
For April's Last Thursday of the Month Club we decided to focus on a road map for expecting and new parents. We understand that being a new parent or a young family can be overwhelming; we hope that the contents of the presentation will prove useful and take away that feeling of being overwhelmed.
Last Thursday of the Month Club | International Financial Planning | March 2024
Просмотров 163 месяца назад
For this Last Thursday of the Month Club we discussed international financial planning opportunities to Discovery clients. Shirley has been recognized as one of Discovery's Top 40 International Advisors. With the world becoming ever more global it is crucial to understand how your family scenario impacts your financial plan - especially if you have children living overseas.
Last Thursday of the Month Club | February 2024 | Business and Employee Protection
Просмотров 234 месяца назад
For February's Last Thursday of the Month Club we discussed important details to bear in mind for business owners should they pass away or should they wish to sell their business. We were privileged to have Paul and Marteen Michau from Fidelis Vox share their experiences in the industry. Madelaine Pretorius then shares an incredibly personal story to emphasize the importance of offering group b...
Last Thursday of the Month Club | Retirement and Tax Efficiency | 25 January 2024
Просмотров 236 месяцев назад
For January's Last Thursday of the Month Club we discussed Pre- and Post- Retirement planning as well as how to maximize on your tax deduction for the tax year. We also explain why Discovery should be your retirement planning partner of choice.
Last Thursday of the Month Club | Medical Aid and Vitality Updates for 2024 | November 2023
Просмотров 438 месяцев назад
For our November Last Thursday of the Month Club we discussed the important changes to Discovery Health Medical Scheme for 2024 as well as some Vitality updates for next year.
Last Thursday of the Month Club October - Offshore Investing
Просмотров 89 месяцев назад
In this month's Last Thursday of the Month Club, we had Discovery Invest Actuary, Matt Hayward, present on the Offshore Investing space and what Discovery has to offer here.
Last Thursday of the Month Club | Wills and Estate Planning | September 2023
Просмотров 99 месяцев назад
In this session we delve into the importance of having a will as well as the various scenarios that we see in reality.
Last Thursday of the Month Club | Medical Aid
Просмотров 6010 месяцев назад
The topic for this Last Thursday of the Month Club covers Discovery Medical Aid and making use of the website and Discovery App.
Last Thursday of the Month Club - Vitality Travel 27/07/2023
Просмотров 29Год назад
In this presentation we cover the new Vitality Travel booking platform as well as all things travel related to Discovery Bank and the Forex accounts and how you medical offers you cover internationally.
Last Thursday of the Month Club | Vitality Drive 3.0
Просмотров 64Год назад
In this webinar we discuss the launch of Vitality Drive 3.0 and how you can make the most of your short-term insurance plan.
Financial Freedom
Просмотров 14Год назад
This Freedom Day we share some of the building blocks of becoming financially free and what this means.
Discovery Simplified - 14 March 2023
Просмотров 1,2 тыс.Год назад
Breaking through the haze and simplifying your rewards with Discovery. Taking a look at Vitality (Health, Drive, & Money), providing tips and what to do to unlock the value within Discovery Vitality.
Medical Aids
Просмотров 1503 года назад
Medical Aids
Investing 101
Просмотров 544 года назад
Investing 101
Retirement Planning - The what, how, who and when's
Просмотров 334 года назад
Retirement Planning - The what, how, who and when's

Комментарии

  • @emiliotaylor4957
    @emiliotaylor4957 3 месяца назад

    😞 "Promo sm"

  • @RyanEdmondsMyLifeAsRyan
    @RyanEdmondsMyLifeAsRyan 8 месяцев назад

    How can we get this handout with the clickable links please? I'm new, and learning so much. Thank you :)

  • @davet9423
    @davet9423 8 месяцев назад

    promo sm ☀️