I’m Suletta Du Plessis. After more than 40 years in financial services as a financial adviser, multiple sclerosis (MS) led me to stop practising. My desire to share knowledge remains.
Through Get Financial Savvy, I now create plain-English guides and practical worksheets for South Africans. My aim is to help you understand financial topics, organise your information and ask better questions when speaking to qualified professionals.
Start with these eight free resources. Each download link opens checkout for that resource. Free items cost R0; paid files become available after payment.
Monthly Budget Planner: Plan income, bills, irregular expenses and goals. Download free. For tax estimates and records, explore the paid Personal Income Tax Estimator.
Life Cover Calculation Worksheet: Organise family expenses, debts and existing cover. Download free. Related paid resources: the Financial Affairs Organiser for family records and the Deceased Estate Guide for understanding the estate process.
Prescribed Minimum Benefits Made Clear: Understand PMBs and prepare medical-scheme claim questions. Download free. Explore plans, savings, networks and waiting periods in the paid Medical Schemes Guide.
Retirement Income: Three Capital Examples: Compare illustrative starting draws from R2 million, R5 million and R7 million. Download free. Go further with the paid Retirement Planning Guide and Retirement Capital Lifetime Explorer.
Business Assurance Setup Checklist: Prepare questions about co-owner agreements, insurance and common setup mistakes. Download free. The paid Partnership Assurance Guide and Workbook offers more detailed preparation.
Capital Gains Tax Made Simple: Learn key terms, base-cost records and calculation order. Download free. For property calculations and records, explore the paid Property CGT Workbook.
FTSE/JSE All Share Index Made Clear: Understand the index, market movements and charts. Download free. For broader saving and investment context, see the paid Retirement Planning Guide.
Scam-Proof Your Family: Recognise impersonation, fake bank calls and online scams. Download free. For organising your financial information, explore the paid Financial Affairs Organiser.
Selected digital products are also available in my GetFinancialSavvy Etsy shop.
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GFS provides general educational information, not personalised financial, investment, insurance, legal or tax advice. Check the edition and consult an appropriately qualified professional for your circumstances.