I am sure all people of SA and the world are by now well aware of all health and safety measures plus financial measures we could have followed to prevent the spread of the Corona virus and even financial impact on ourselves, our families, friends, colleagues and communities. Plus, we all are even maybe a tiny bit fed up by all the regulations, rules and measures in place.
But have you had a change really sit back and thought through one or two aspects in life you could have done differently to be prepared for an Outbreak, Epidemic or Pandemic…..of any kind?
In the Origin group we became aware of a number of aspects, benefits and even simple behaviour measures we should embrace in order to minimize the effect of any disasters in our community. As part of the importance of having a holistic view in financial advice, we shall implement extra steps to draw our clients to these aspects which include:
Your Origin advisor will be placing these and other measures on the agenda or discussion points during your next portfolio review in order to highlight the importance of the above crucial aspects.
We invite, or actually urge you to share with us the measures you as an individual or business owner would have liked to have in place for your own life or business in order to minimise the effect of a national disaster. After reading this article please send us your opinion, even if it is one aspect you would have liked to have in place in order to make your life easier during the lock down period. The tips do not have to be of a financial matter. Send your email to info@originfin.com. We would like to then distribute a summary of the tips received in order to help all our stake holders be more prepared for any future outbreaks, epidemics or pandemics.
A lesson we all have learned is that we do not need all the ‘stuff’ we own, gathering dust in our houses and work places. And certainly, that good health and good relationships will bring you much more joy, success and happiness than the material goods we own.
We wish you all the best for what we truly have faith in is the last stretch of this pandemic!
Looking forward to read your tips!
This article is a general information sheet and should not be used or relied upon as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your financial adviser for specific and detailed advice. Errors and omissions excepted (E&OE)
Years in the industry: 1999 to …
Leon’s working knowledge of the financial services industry and his exceptional business acumen continues to guide the development and growth of the Origin Group of Companies and positions us as one of the leading niche financial service providers in southern Africa.
Leon has assisted clients in all areas of financial advice, including life, investment, retirement and estate planning. He also has extensive experience in short-term insurance, particularly in the commercial short-term insurance space.
He is a member of the Financial Planner Institute (FPI) and the Financial Intermediary Association (FIA), where he serves in a representative capacity on a regional and national level.
Braaibroodjie lover, Lions rugby fan, sci-fi geek, wannabe farmer, coffee snob