Jenwil BlueStar Potchefstroom

04/06/2026

‘n Testament is nie net papierwerk nie – dis ‘n plan vir die mense wat jy liefhet. Leer waarom dit belangrik is om ‘n testament te hê (veral as jy kinders het), hoe dit help om probleme te voorkom, en hoe dit vir jou gesin duidelikheid en gemoedsrus kan bring. https://www.sanlamadvice.co.za/bluestar/jenwil/blogs/secure-your-legacy-with-a-will

Proper estate planning, especially drafting a valid will, is essential for safeguarding your assets and ensuring your loved ones are taken care of after you’re gone. Yet, more than 70% of South Africans don’t have a will, often due to misconceptions that it’s costly, complex, or only necessary...

04/06/2026

Wil jy jou kind ‘n groot voorsprong gee? Hierdie artikel deel praktiese wenke wat maklik toegepas kan word - soos om spaar op ‘n vroeë ouderdom aan te moedig, openhartig oor skuld te praat, en ‘n voorbeeld te stel om geldgewoontes aan te kweek wat ‘n leeftyd hou.

There’s never been a greater need for parents to give their children a solid financial foundation. For those who are unsure where to start, here are a few tips (and fun ideas) to guide you in having this conversation.

03/06/2026

Did you know... Many people are still managing debt or taking care of their dependents and elderly parents into their late 50s and 60s. How do these expenses factor into retirement income planning?

Rocco Carr, Business Development Manager at Glacier helps us understand what people facing retirement need to plan for.

Listen to full podcast here: https://bit.ly/4fcu5d2

Questions for our financial advisers?
Contact Jenwil BlueStar
📞 Phone: 0181750140 (Potchefstroom) 051 447 0463 (Bloemfontein)
📧 Email: [email protected]
🏢 Office: Potchefstroom Office - 127 Hoffman Street, Potchefstroom, 2520 | Bloemfontein Office - Suite 2, Westdene Centre, 47 First Ave, Westdene, Bloemfontein, 9301

02/06/2026

Things we learned during - MANAGING A BUDGET.

If the thought of a budget and sticking to a spending plan makes you want to hyperventilate, take a deep breath and count to 10 ⏱️.

These 🔟 insights may just shift you from panic mode to enlightenment when it comes to budgeting.

1️⃣. Plan for a life of CONFIDENCE.
Ensure that you and your family will financially survive the unexpected. 👨‍👩‍👧‍👦

2️⃣. TRACK
Start tracking your income and spending.

👌. AUTOMATE to simplify
Consider the benefits of automatic debit orders for recurring expenses, as close to pay-day as possible.

4️⃣. ASK YOURSELF: How will this add value to my life? Is it a need, or is it a want?

5. Be TAX savvy
Firstly, file your returns on time to avoid late penalties and understand what deductions you may and may not claim for.

6️⃣. DO LIFE... on your own terms, and with your own pocket in mind. Keeping up with the Joneses and Khumalos can be a costly exercise.

7️⃣. Use DEBT wisely but remember that cash is king.💵💵
Know the difference between good and bad debt.

8️⃣. PLAN for EMERGENCIES. Don't be caught by surprise.
If you haven't started doing so already, put cash into a separate savings account, on a regular basis, building a 'nest egg' for life's unexpected emergencies and curve balls.

9️⃣. CALL in the help of a professional

Boost your confidence and chance of financial success by making use of an expert. Speak to a financial planner at Jenwil BlueStar - leave a message below to be contacted.

🔟. NEVER LOSE HOPE!

Remember that you are not the only one battling to budget and sticking to it. Never give up, no matter what or how many times you slip up. Your financial success and confidence are far more dependent on how well you manage your money than how much you earn.

31/05/2026

With winter, be aware of potential risks like storms, floods, and electrical fires from heaters that can lead to financial loss. Follow these tips to prioritise the protection of your home and valuables against winter-related risks to prevent costly damage later.

Winter is around the corner and while it may give rise to cosy nights by the fireplace, it also brings its fair share of pitfalls which, if not adequately managed, can potentially lead to financial loss. Two of the most common threats that insurers highlight over the winter season are inclement weat...

30/05/2026

Financial Literacy Tips

Prioritise 💰 SAVINGS 💰 even when living from pay-cheque to pay-cheque.

A strict approach to how you split your income between financial goals and short-term discretionary expenses is key to prioritising saving when you are living pay-cheque to pay-cheque.

The initial discomfort of putting more money 💸 towards financial freedom will be balanced out when debt is no longer a line item in your budget. 🏦

PLUS, once you've eliminated debt 👍, the fraction of your income that would've gone towards repayments can now start growing into a sizeable amount of savings so you can realise your financial goals.

See other things you can prioritise when living on pay-cheque to pay-cheque in this article. 👏 👉 Like, SHARE, follow and INVITE others to benefit from these

https://www.sanlamreality.co.za/wealth-sense/how-to-budget-if-youre-living-pay-cheque-to-pay-cheque/

29/05/2026

Understanding the psychological factors that influence financial decision-making is essential for long-term success. This article explores the concept of self-attribution bias and its impact on how individuals interpret their financial outcomes.

An insightful read for anyone seeking to enhance their financial awareness and decision-making:

Financial behaviour – Part 13: Navigating self-attribution bias

Why we take credit for wins but blame the market for losses.

28/05/2026

Join us this afternoon for our FREE session.

Register here: https://us02web.zoom.us/meeting/register/tZYsce-tpjstGtyFFW9AH8cFl52L56t6zBW7 #/registration

Retirement Coach SA

27/05/2026

Motherhood is a beautiful journey, but it's also a financial one. From saving for education to building an emergency fund, it can feel overwhelming.

Here are some lessons shared by a mother which we hope you can relate to.

9 money lessons motherhood teaches us, from budgeting wisely to planning ahead for security—build stronger financial habits for your family’s future. Take the next step.

26/05/2026

Stay a step ahead of flu season! 🛡️💉
Your annual flu shot boosts your immunity, protects those around you, and helps prevent serious illness.

And the best part?

Fedhealth members and their dependents get it FREE — covered from Risk, not your savings!

👉 Not yet a Fedhealth member contact 0181750140 (Potchefstroom) 051 447 0463 (Bloemfontein), [email protected] for more information.