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BellRyck E-News | April 2017
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BellRyck Direct Invest

Savings Goals
We recently launched BellRyck Direct Invest in partnership with Sanlam.

This easy-to-use
investment platform was designed to help you find an affordable and custom-made investment plan, based on your unique set of needs.

The aim of this platform is to provide clients with an additional tool to grow their
financial portfolios.
CHOOSE YOUR FINANCIAL SAVINGS GOAL
Savings Goals
  • Just investing
  • Saving for a home
  • Your kids
  • Retirement
  • A rainy day
  • Your dream
LEARN MORE
BellRyck Insurance Tips
INSURANCE POLICY UPDATES
It is recommended to review your insurance policy at regular intervals and to inform your insurer or broker of any relevant updates, to ensure you are covered when an insurance-related event becomes a reality. Here are some things to keep in mind*:
General
  • Your cover is dependent on the timely payment of monthly premiums. Should there be a change in your debit order or banking details, it remains your responsibility to inform your insurer.
  • It is utterly important to give inter alia the following information with respect to your property:
    • Who occupies the property (are you the owner or a tenant?)
    • Is the property located closer than 100m from the sea shore, a dam or river?
    • Any material changes to your property which may influence the risk e.g. were there any structural changes or building activities to the building?
All Risks
  • This Section is not automatically included in your policy. Cover is for loss/damage occurring away from your property. 
  • We advise that you discuss cover concerning bicycles, cell phones, electronic equipment, computers, jewellery as well as other items of value that may leave your property.

(*Above info courtesy of Santam)
Vehicles
  • If your vehicle is specified for private use, it may be used for social and domestic purposes as well as in your profession when driving between your residence and permanent place of business. Only in exceptional cases may it be used for business purposes. 
  • For regular and normal business use during the execution of your profession it has to be insured for business use.
  • The personal details of the regular driver, date of first issue of driver’s licence as well as the area where the vehicle is used will be taken into account during the underwriting process to determine an applicable premium.
House Content
  • Under-insurance plays a major role pertaining to home content claims. To avoid this, make use of an online inventory calculator to help you calculate the correct cover amount.
  • You have to inform your insurer of all the security measures you enjoy with respect to the area you live in, your home, premises, stock of garage and all outbuildings.
     
We invite our clients to contact us for more information
or for any queries surrounding the above.
EMAIL US
BellRyck Featured Services
Tax & Accounting Services
EMPLOYEE BENEFITS | BUSINESSES

BellRyck offers a diverse range of employee benefits for corporate institutions and Small to Medium Sized Enterprises (SMMEs). We can also assist you with investing your business capital and offer all of these benefits individually, or as a combination of services.
We can advise you on making the following products available to your staff:
  • Group Medical Aid
  • Group Gap Cover
  • Pension Funds
  • Provident Funds
  • Group Retirement Annuity
  • Group Life Insurance
CONTACT US TO LEARN MORE

Dying Younger: Death, Disability and Dread Disease


When we’re young we are motivated by life and opportunities. We are planning ahead for careers, perhaps family and other exciting things like travel and adventure. We’re not thinking about dying. In fact, we’re rarely even thinking about growing older or having safety measures in place for old age.

But no matter your age, you should have measures in place as soon as you can to counter the unexpected that can swoop out of life and turn your plans upside-down...
...READ MORE
Staff News
JOHANN JOUBERT - SANLAM QUALITY AWARDS
Johann Joubert
Congratulations to Johann Joubert CFP® (pictured on the right) for recently receiving the prestigious Sanlam Quality Award!
We are extremely proud to have you on our team!
HAPPY EASTER!
Contact Us
We wish all of our clients a happy and safe Easter!

Please remember to do your vehicle safety checks and insurance updates before you leave on your well-deserved break, and to be vigilant on our roads!

Take regular breaks to stretch and rest, and be patient.
Questions
 
GET IN TOUCH

Email | info@bellryck.co.za
Tel. | 086 000 BELL (2355)


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Remember to save our 24-hour client assist line for
insurance-related emergencies:
076 220 2637

Copyright © 2017 BellRyck Financial Group, All rights reserved.


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