Montis BlueStar - Financial Advisory Services authorised by Sanlam

21/06/2026

I will show you how to future-proof your ability to provide for your family, now and when you no longer can.

To the dads who wear many hats - partner, friend, coach, teacher, provider — we salute you for always choosing to show up, every day, to support and protect your family.

Kevin Siebrits
📞 0835342839
📧 [email protected]
Leave me a message here: https://www.sanlamadvice.co.za/bluestar/montis/adviser/kevin-siebrits/9010817740027

21/06/2026

Gelukkige Vadersdag aan elke man wat kies om daar te wees, elke dag, om sy familie te ondersteun en te beskerm.

Vra 'n Sanlam adviseur hoe om jou voorsieningsvermoe te bewaar, nou en wanneer jy nie meer kan nie.

Bertram Siebrits

📞 0797682873
📧 [email protected]

https://www.sanlamadvice.co.za/bluestar/montis/adviser/bertram-siebrits/13059061120503

20/06/2026

🚻 DADS - YOU NEED TO HAVE A WILL.

HERE'S WHY:

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Having a will is not a luxury of the wealthy; in fact, one could argue that middle income earners require the protection of a will more so than their wealthy counterparts.

Should you die without a valid will in place; the winding up of your estate will follow the requirements set in the Intestate Succession Act, thus disregarding any wishes that you may have had regarding the disbursement of your wealth.

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What about your kids?

Should your heirs be minors, their inheritance will be placed in The Guardians fund to be managed by the state until they are 18 years of age. The surviving spouse may end up receiving a much-reduced share of the inheritance.

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Did you know...

After all assets are sold, there is a possibility that the surviving spouse may not have sufficient funds to provide for the basic necessities of the household.

Make sure you have the final say, draft a will!

Speak to a financial adviser at Montis BlueStar anytime for assistance - 021 872 9998
https://www.sanlamadvice.co.za/bluestar/Montis/contact-us/

18/06/2026

"Better Financial Futures for New Fathers"


First-time fatherhood brings with it feelings of joy and excitement 😃, but it can also cause anxiety 😰. You’re no longer living for yourself alone. Instead, you become aware that all your actions impact a new person that is wholly dependent on you 👶.

This alone can make you want to rethink a few of your choices. For new fathers, the desire to contribute to the financial freedom and a fruitful life for your family is paramount 💪🏡.

Financial freedom may not be something that happens overnight 🌙, but with the right tools 🛠️, knowledge 📚, perseverance 🏋️, and discipline 🧘, it is possible.

Here are some TIPS FOR NEW DADS to get started on your journey to financial freedom:

Educate yourself
- learn what financial freedom means to you and how to manage money.

Pay off debt
- there are different methods like the snowball or avalanche, find what works for you!

Create a budget
- with a new baby, expenses change, so make sure your budget reflects that.

Build an emergency fund
- aim for 3 months of living expenses to cover unexpected costs.

Get life insurance
- protect your family in case something happens to you.

Invest for the future
- explore stocks, ETFs, or real estate (do your research first!).

Save for retirement
- plan for your golden years so your kids can focus on theirs.

Save for education
- start saving early to ensure your child has a bright future.

Follow for more tips like these.

17/06/2026

DADS, BROTHERS, HUSBANDS, SONS...
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Not getting to the doctor as often as you should? 🤔

Here are eight basic self-checks that men can do at home to keep track of their health.

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https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/


https://www.sanlamreality.co.za/wealth-sense/mens-health-self-exams/

Not getting to the doctor as often as you should? Here are eight basic self-checks that men can do at home to keep track...

15/06/2026

There's no one-size-fits-all answer to determining your life insurance needs. Your life cover should be based on your income, debts, and the financial needs of your loved ones, especially if they rely on you.

The goal?

To protect their future, no matter what life throws your way.

Bertram Siebrits unpacks the types of cover you may need and how to review your cover 👉 - read more here: https://www.sanlamadvice.co.za/bluestar/Montis/blogs/how-to-determine-your-life-cover-needs/13059061120503

14/06/2026

💙 Realise your potential by starting now...

Whether you’re just starting out or finding your path, building a strong financial future doesn’t happen overnight… it starts with one smart decision. 💡

Let’s turn your potential into a plan:
📲 Get in touch with Montis BlueStar
🌐 https://www.sanlamadvice.co.za/bluestar/Montis/contact-us/

Because the future belongs to those who start today. 🙌

13/06/2026

Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield you from market swings and improves long-term financial security. We share 5 tips for investors looking to start, or strengthen, their offshore investment journey.

Don’t keep all your rands in one basket. Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield you from market swings and improves long-term financial security.

10/06/2026

Bertram Siebrits says: "Strong in body. Sharp in mind. Smart with money."

Whether it’s setting up a budget, planning for the future, or getting the right advice — looking after your money is part of looking after you. 💪

FOLLOW for more on

SEE website link in bio for an interesting article to share with men called - "Prostate cancer myths – debunked"

💙 Montis BlueStar
📞 021 872 9998
📧 [email protected]

09/06/2026

A meeting with a financial adviser shouldn’t feel intimidating. It should feel empowering. Please share this checklist with your contacts to help them walk in prepared when meeting one of our financial advisers and leave with clarity and confidence.

Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.