Joanne Dargie

16/09/2024

🖋 National Wills Week: Protect Your Legacy
This week is a reminder to ensure your will is up-to-date and your wishes are clear.

🛡 Let's discuss how a well-crafted will can provide peace of mind for you and your loved ones:
• Save time, money, and stress for your loved ones by providing clear instructions.
• Determine who will manage your estate efficiently and responsibly.
• Decide who gets your assets and property — ensuring your wishes are honored.
• Choose who will take care of your minor children.
• Provide a home for your pets.
• Leave instructions for your digital assets, including social media accounts and online accounts.
• Lower the potential for family disputes.
• Support your favorite causes.
• Provide funeral instructions.
Creating or updating your will is easier than you might think, and it brings invaluable peace of mind. 🕊

Ready to take action?
Click on my contact card link below to:
• Book A Meeting: Let's create a plan to protect your legacy and provide peace of mind. 📅 or
• Refer a Friend: Share the importance of estate planning with those you care about. 🌟

🤝📞https://oldmutual.profileme.app/joannedargie
https://www.joannedargie.co.za/

Let's make National Wills Week the start of securing your family's future. 💼✨

05/09/2024

🎯 Goal Setting: Your Roadmap to Success 🎯

Setting clear financial goals is like charting a course for your dreams. 🗺

Actionable Tip: Use the SMART method for goal setting:
• Specific: Clearly define what you want to achieve (e.g., "Save R10,000 for a down payment").
• Measurable: Set concrete targets so you can track progress (e.g., "Save R500 per month").
• Achievable: Make sure your goals are realistic and attainable.
• Relevant: Ensure your goals align with your values and overall financial plan
• Time-Bound: Set a deadline to create a sense of urgency (e.g., "Save R10,000 by December 2024").

🚀 Ready to launch your financial journey?

•⁠ ⁠*Book Now:* Click the link below to connect or schedule a consultation: 📅
•⁠ ⁠*Refer a Friend:* Share the gift of financial guidance with someone you care about. 🤝📞

https://oldmutual.profileme.app/joannedargie

Wishing you a prosperous week! 💼✨
(Old Mutual Life Assurance Company (SA) Ltd is a licenced FSP and life insurer.)

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