Last Thursday of the Month Club | Protect Your Business. Protect Your Future | 28th August 2025|
For this month's Last Thursday of the Month Club Shirley invites auditor Petrus Du Plessis to discuss Financial Planning in your small business. They emphasize the importance of accurate business valuations; investing in key people in your business and planning for death and retirement.
Part 2: Last Thursday of the Month Club | Understanding your Short-Term Insurance Cover | July 2025
Part 2: For this month's Last Thursday of the Month Club we explored what it means to have short-term insurance and whether or not you are accurately insured. This presentation also highlights some benefits from Discovery Insure for you as the client. It is crucial to understand what you are currently insured for and what your benefits are.
Part 1: For this month's Last Thursday of the Month Club we explored what it means to have short-term insurance and whether or not you are accurately insured. This presentation also highlights some benefits from Discovery Insure for you as the client. It is crucial to understand what you are currently insured for and what your benefits are.
Last Thursday of the Month Club | Investment Opportunities Available to You! | 26 June 2025
For this month's Last Thursday of the Month Club, we explored the new investment opportunities that are available to YOU as our client! The new Lifespan Linked Income Annuity is going to revolutionize the post-retirement space giving you the best of a fixed and living annuity. There are also some new funds available on the Discovery Invest platform that will be worth noting in your portfolio.
Last Thursday of the Month Club | Innovations from Discovery Bank and Health | 24 April 2025
This month we dive into the new innovations on the Discovery Health App through the Personal Health Pathways benefit as well as the latest enhancements to Discovery Bank.
Last Thursday of the Month Club | Millionaire March | 27 March 2025
This month we decided to do things slightly differently! We wanted to understand what feeling like a millionaire means to YOU! Shirley was recently treated to an amazing trip to Abu Dhabi which left her inspired about how one nation could go from a desert to untold riches and development. Could we not achieve this for ourselves in our financial planning journey? We hope you listen and feel inspired to dream of what makes you feel like a millionaire and how to achieve this!
Last Thursday Of The Month Club Cocktail Evening | Vitality! Vitality! Vitality! | February 2025
Do you know WHY you engage with Vitality?! For February's topic we delve into the WHY! We highlight Vitality Health; Vitality Drive and Vitality Money and why you should be engaging and trying to reach Diamond Vitality Status across all 3.