Save Money This Tax Season - Last Thursday of the Month Club - 29 January 2025

This Last Thursday of the Month Club we talk about the changes coming to Discovery Medical Aid in 2026. Some key points is the Deferred Increase as well as a New Plan being added.

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: 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.

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.

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.

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!

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.

Can you believe we are at the end of January already! This means that it is time for our FIRST Last Thursday of the Month Club for 2025. For this month's topic we are focusing on tax and retirement planning for the tax season which ends on the 28th February 2025. Listen and learn on how to manage your tax and simultaneously save for your future!

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.