Last Thursday of the Month Club | Retirement and Tax Efficiency | 25 January 2024
For January's Last Thursday of the Month Club we discussed Pre- and Post- Retirement planning as well as how to maximize on your tax deduction for the tax year. We also explain why Discovery should be your retirement planning partner of choice.
2024For October's Last Thursday of the Month Club we wanted to focus Discovery Health updates and increases for 2025. This is very topical as often members are not aware of the reasoning for annual increases. There are also enhancements to the medical schemes from next year which are discussed.
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2024For this month's Last Thursday of the Month Club, we discussed the value of Discovery Insure and Vitality Drive not only for you the client but also for society as a whole. We highlighted the new enhancements and changes coming into effect in the next few months to the Discovery Insure offering.
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2024For July's Last Thursday of the Month Club we delved into the nitty gritty details of the Two-Pot Retirement Reform coming into effect 1st September 2024. We highlight what the implications would be should you decide to withdraw from your savings pot and whether this decision should be taken lightly.
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business ownerIn this presentation Shirley Drummond CFP® FPSA® highlights the importance of business protection and continuity options for business owners should you pass away. This is a brief presentation aimed at creating awareness around financial planning for business owners.
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2024For June’s Last Thursday of the Month Club we decided to dissect your 2023 Discovery Rewards Statement. Are you earning more rewards than “People Like You”? Well you should be. We also discuss the Discovery Bank offering and how to improve your Vitality Money status. Are you maximizing the shared value from Discovery? Let us show you how!
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2024For April's Last Thursday of the Month Club we decided to focus on a road map for expecting and new parents. We understand that being a new parent or a young family can be overwhelming; we hope that the contents of the presentation will prove useful and take away that feeling of being overwhelmed.
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2024For this Last Thursday of the Month Club we discussed international financial planning opportunities to Discovery clients. Shirley has been recognized as one of Discovery's Top 40 International Advisors. With the world becoming ever more global it is crucial to understand how your family scenario impacts your financial plan - especially if you have children living overseas.
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2024For February's Last Thursday of the Month Club we discussed important details to bear in mind for business owners should they pass away or should they wish to sell their business. We were privileged to have Paul and Marteen Michau from Fidelis Vox share their experiences in the industry. Madelaine Pretorius then shares an incredibly personal story to emphasize the importance of offering group benefits to your employees.
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2024For January's Last Thursday of the Month Club we discussed Pre- and Post- Retirement planning as well as how to maximize on your tax deduction for the tax year. We also explain why Discovery should be your retirement planning partner of choice.
2024For our November Last Thursday of the Month Club we discussed the important changes to Discovery Health Medical Scheme for 2024 as well as some Vitality updates for next year.
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DiscoveryFor October's Last Thursday of the Month Club, Discovery Invest Actuary, Matt Hayward, joined us as guest speaker. He presented on the offshore investing opportunities that Discovery Invest have to offer and how this should be incorporated into your personal investment portfolio.
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DiscoveryIt was National Wills week in September so for the Last Thursday of the Month Club we decided to focus on the topic of wills and estate planning.
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DiscoveryFor our August Last Thursday of the Month Club we discussed Discovery Medical Aid and navigating the Discovery Website and App to assist you.
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AccommodationThis month at our "Last Thursday of the Month Club" we discussed all things Travel and how Discovery and Vitality can be your partner on your travel journey.
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Discovery InsureVitality Drive has recently launched version 3.0 which allows you to earn more cash back based on your fuel spend and driving behavior.
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This Freedom Day we wanted to discuss Financial Freedom. We've shared a few building blocks in starting your journey to Financial Freedom.
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