Discovery Financial Advisor: Heleen Coetzer

03/09/2026

03/09/2026

Did You Know?
Some of the assets you intend to leave to your loved ones could be sold to cover estate duty, executor's fees, debts and administration costs when you pass away.

That's why having sufficient liquidity in your estate is so important.

A Discovery Estate Preserver (DEP) can help provide the funds needed to cover these costs, helping protect the legacy you've worked hard to build and reducing the need to sell valuable assets.

It's not just about what you leave behind. It's about what your family gets to keep.

02/09/2026

Have you considered what would happen to your loved ones if you were no longer here?

A valid and up-to-date Will is one of the most important parts of any financial plan. It helps ensure that your wishes are carried out, your assets are distributed according to your intentions, and unnecessary delays and complications are avoided during the estate administration process.

* Protect your family
* Ensure your wishes are honoured
* Create peace of mind for the future

Don't leave important decisions to chance. Make sure your Will reflects your current circumstances.

02/09/2026

Building wealth is important. Protecting it is essential.

A Discovery Estate Plan (DEP) can help provide liquidity in your estate, ensuring that expenses such as executor's fees, estate duties, and other costs do not place an unnecessary burden on your loved ones.

Planning ahead today can help preserve the legacy you've worked so hard to build.

✔️ Estate liquidity
✔️ Family protection
✔️ Financial peace of mind

Let's make sure your wealth transfers smoothly to the next generation.

01/09/2026

A Will isn't for when you're gone. It's for the people you leave behind.

With Discovery Wills , you can document your wishes, and with the Discovery Estate Preserver (DEP) , help protect your family from the financial costs associated with winding up your estate.

Don't leave your legacy to chance. Start planning today.

31/08/2026

"If something happened to you today, would your loved ones know exactly what to do?"

It's not the easiest question to think about, but estate planning is one of the greatest gifts you can leave behind.

A valid Will, together with solutions such as Discovery Estate Protection (DEP), can help ensure:
✔ Your wishes are honoured
✔ Your family is protected
✔ Your estate is administered efficiently
✔ Additional financial strain is reduced at a difficult time

Estate planning isn't just about assets. It's about protecting the people you care about most.

Make today the day you review your Will.


#𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝗪𝗶𝘁𝗵𝗔𝗛𝗲𝗮𝗿𝘁

28/08/2026

True or False? Your future earning potential may be worth more than your house and your car combined. *True!*

For many people, the income they'll earn over the remainder of their career is their single biggest financial asset, making disability protection an important consideration in a comprehensive financial plan.

How would you rate your own financial protection plan out of 10?


❤️

27/08/2026

More women than ever are building successful careers, supporting loved ones and achieving financial independence.

If a life-changing disability affects your ability to earn an income, Discovery Life's Capital Disability Benefit can help provide financial support when it's needed most.

To find out more, contact me today.


❤️

26/08/2026

Many people spend years building wealth, but very few have a plan to protect it if they become disabled.

Discovery's Capital Disability Benefit can provide:
* Lump-sum disability cover
* Occupational disability protection
* Assistance while disability assessments are underway
* Optional innovative LifeTime benefits that help fund assistive technologies and lifestyle adjustments following certain disabilities

Building wealth is important. Protecting it is essential.