The year has flown by, and the festive season is almost here! Whether you’re heading away or staying home for a well-deserved rest, a little planning now can ensure a stress-free, confident holiday.
At ANF Financial Advisers, we’re here to help you prepare — not only for the holidays, but for the future — so you can truly relax knowing your financial affairs are in order.
💰 Your Financial Holiday Checklist 💰
Before switching on “out-of-office,” review your financial well-being:
- ✅ Will – Signed, up to date, and stored safely.
- ✅ Life, Disability, and Income Policies – Beneficiaries and policies up to date?
- ✅ Estate liquidity – Are funds accessible to loved ones?
- ✅ Insurance – Are all short-term and vehicle policies valid?
- ✅ Medical aid – Have you reviewed your 2026 benefits?
A quick review today means peace of mind all holiday long.
🧭 Your Holiday Checklist: Plan Ahead for Peace of Mind
A few key steps before you go:
- Confirm your travel and accommodation arrangements.
- Ensure your vehicle is road-ready and your driver’s license is valid.
- Let your insurer and security company know if you’ll be away.
- Ask a neighbour or friend to collect mail and keep an eye on your property.
- Double-check bank cards, travel documents, and lock up securely before you leave.
✈️ Planning early means you can leave home — and your finances — with confidence!
🤝 Let’s Wrap Up the Year Together
Now’s the perfect time to:
- Review your investments and retirement portfolio.
- Ensure your risk cover suits your family’s needs.
- Set clear financial goals for 2026.
📞 Contact us today to schedule your year-end financial review — and start the new year with complete confidence 📞