Jonathan Ebersey - Sanlam Financial Adviser, Johannesburg

06/09/2026

A common challenge for many SMEs isn't a lack of ambition. It's a lack of financial visibility.

Economic uncertainty, changing market conditions and rising costs make financial discipline more important than ever. One of the simplest ways to strengthen your business is to revisit the fundamentals:

• Build and update a financial roadmap
• Stay on top of bookkeeping and tax planning
• Monitor cash flow consistently
• Manage debt strategically
• Keep personal and business finances separate

As the saying goes, "A failure to plan is a plan to fail."

Taking time to review these areas can help business owners move from simply surviving to planning for sustainable growth.

🔗 Explore the full article in our blog for practical insights on giving your business finances a spring clean.

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05/09/2026

What if one of the greatest gifts you could give your child isn't a toy, but a stronger financial future? 👶💙

Speak to Jonathan Ebersey - leave a message to be contacted - https://www.sanlamadvice.co.za/adviser/jonathan-ebersey

Many parents focus on today's needs, but building wealth is often about starting early and staying consistent.

The earlier you begin planning for the future, the more time your money has to work towards your long-term goals. That's why it's worth exploring solutions designed to help you build a legacy for the next generation.

Discover how the Sanlam Cumulus Echo Retirement Plan could form part of your family's long-term financial journey.

Get in touch to learn more.

04/09/2026

Have you ever wondered what would happen to a loved one who depends on you if you were no longer around? 💙

Estate planning isn't only about passing on wealth. It's about making sure the people who rely on you are cared for according to your wishes.

For parents of children with disabilities or dependants who may struggle to care for themselves, having a valid will and the right estate planning structures in place can make a significant difference.

Proper planning can help ensure ongoing care, minimise uncertainty, and provide peace of mind for your family.

One important takeaway: Estate planning is not just for the wealthy. It's for anyone who wants to protect the people they love.

Read the full article on my blog and discover how thoughtful estate planning can help protect vulnerable loved ones.

Proper estate planning is one of the most important things you can do for your children. Not only does it spare them the anxiety of having to tussle over your estate while mourning your loss, but it can also serve as a final parting gift from one generation to the next. Despite this, 70% of South Af...

01/09/2026

🌷 Spring: a lovely reminder of how beautiful change can truly be.

Sometimes we focus so much on where we want to be that we forget to appreciate how far we've come.

Just like Spring transforms the world around us, small daily actions can lead to meaningful change over time. Whether you're building better habits, pursuing a dream, or creating a brighter future, every step counts.

Take a moment today to celebrate your progress, no matter how small. 🌼

27/08/2026

💡 Ready to make smarter financial decisions? Celebrate Money Smart Week with Jonathan Ebersey and take control of your money. Contact me to speak with a financial adviser.

Website: https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/contact-us/

23/08/2026

Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with 5 expert offshore investing tips.

Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with 5 expert offshore investing tips.

18/08/2026

💡 Divorce can bring significant financial changes, making it important to understand the impact on your income, assets, savings, and future financial goals. Being informed can help you make confident decisions and build a secure financial future.

It is said that nearly half of all marriages in South Africa end in divorce. Unfortunately divorce usually goes hand in hand with great unhappiness about the way in which the assets the two parties have built up over the years should be divided.

15/08/2026

It is said that nearly half of all marriages in South Africa end in divorce. Unfortunately divorce usually goes hand in hand with great unhappiness about the way in which the assets the two parties have built up over the years should be divided.

The marriage contract will determine to a large extent how these assets are to be divided.

Therefore, it is worthwhile to spend time scrutinising different forms of marriage contracts and how each of them can affect the division of assets later.

Here are a few examples from my blog: https://www.sanlamadvice.co.za/adviser/jonathan-ebersey/blogs/women-and-divorce-the-financial-implications/

Need further information? Speak to Jonathan Ebersey, 0824622566
📞0824622566 / 0116090334
📧[email protected]
🏠Oxglen Building, 1st Floor, C/O Oxford and Glenhove Road, Rosebank, Johannesburg, 2193

Leave a message on my digital business card - https://www.sanlamadvice.co.za/adviser/jonathan-ebersey

12/08/2026

South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.

South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.

11/08/2026

Ladies, here’s how you can help the men in your life take care of their health 💙

As the CEOs of the household, we know it’s not always easy to get them to book that check-up — but Jonathan Ebersey has got you covered!

Here’s how to lead the way to healthier living:

1.Make the appointment. Men need regular check-ups just like women to detect and prevent health problems. Book a lunch date as a post check-up reward.

2.Plan to exercise together. Many health conditions, such as colon cancer, can be prevented by regular exercise. Go for a walk, or play a game of tennis over the weekend. Also, guys are very much into their gadgets apps and tech. There are a number of men’s health apps available today to help the man in your life to live healthier.

3.Tweak your diet. Whether the goal is to lose weight or to gain muscle; a healthy diet is the way to go. Incorporate more fruit and veg, lean proteins like fish or chicken, high-fibre foods like beans and legumes, oats and avocado, and wholegrains like brown rice and pasta, whole wheat bread and quinoa.

4.Encourage him to stop smoking. Smoking is linked to heart disease, lung disease, cancer and strokes.

5.Find ways to eliminate stress. Balance work with downtime or a fun hobby.

Talk to your partner about health related articles you come across; ask him to make sure that he’s around for a long time.

Source: nationaltoday.com, heart.org, newsworks.org, canadianliving.com. hitchedmag.com, oprah.com, today.com, greatest.com, technotox.com, livescience.com, mh.com, nurseadvisormagazine.com, menshealth.com, mom.com, huffpost.com, stopcoloncancernow.com, gov.za, lifeinsurance.standardbank.co.za, healthline.com