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Explore tips, insights, and expert advice across our services to secure your future.

This month we’re introducing Zuhayr Mohamed, our P

This month we’re introducing Zuhayr Mohamed, our Property Marketing Strategist, who’s been part of the Personix family for 9 years.

For Zuhayr, the most rewarding part of his role is seeing opportunities grow into meaningful partnerships and, ultimately, success stories. Sometimes those wins happen today, and sometimes they take years, but helping build those relationships is what keeps him motivated.A fun little fact about Zuhayr? His ideal meal is lemon garlic grilled prawns or a medium-well rib-eye with blue cheese (yes, he’s proudly on Team Blue Cheese 🧀).We’re grateful to have you as part of the Personix team.

#StaffSpotlight #MeetTheTeam �

Only 6% of South Africans will retire comfortably.

Only 6% of South Africans will retire comfortably. 👆

That’s not people who don’t save, that’s people who have a retirement annuity, contribute every month, and assume they’re covered.

Having an RA is a start. Having the right RA, at the right contribution level, with a clear plan behind it, that’s a different thing entirely.

And with the 2026 Budget increasing the tax-deductible cap on RA contributions from R350 000 to R430 000, now is actually a really good time to check in on yours. More room to contribute means more tax you keep, and more capital building for your future.

When last did you actually review yours, not just pay it?

#RetirementAnnuity #TaxSeason2026 #FinancialTips

We’re halfway through 2026, and this is your sign

We’re halfway through 2026, and this is your sign to check in on your money. 👆

Swipe through, be honest with yourself, and count how many fingers you have left.

No judgment here. Life happens, priorities shift, and financial plans rarely survive the year unchanged. What matters is what you do with the next six months.

#MidYearMoneyCheck #FinancialPlanning #2026Goals

We are incredibly proud to share that Personix Fin

We are incredibly proud to share that Personix Financial Group has been awarded the Santam Silver Award for Exceptional Achievement for the 2025 financial year. 🏆

This recognition means a great deal to us, not just as a milestone, but as a reflection of the trust our clients place in us every single day.

To our clients, our partners, and our team, thank you for being part of this.💙

#SantamAward #SilverAward #ProudMoment #FinancialServices

Public liability cover protects your business when

Public liability cover protects your business when a customer, supplier, or visitor suffers an injury or property damage connected to your operations.It covers legal costs and compensation claims so one unexpected incident doesn’t derail everything you’ve worked for.💼Most business owners have it. Far fewer know if their limit still matches the reality of their business today.When last did you look at yours?

Tax season is open and auto-assessments are rollin

Tax season is open and auto-assessments are rolling out now. 📋

The most important thing? Don’t just accept, review first. Your assessment is only as accurate as the data SARS has on file, and it’s worth a quick check before you do anything.

Swipe through for everything you need to know. 👆

#TaxSeason2026 #SARS #AutoAssessment #FinancialTips

Cape Town winter doesn’t wait, and neither should

Cape Town winter doesn’t wait, and neither should your maintenance checklist. 🌧️

A blocked gutter, an ageing geyser, a roof that hasn’t been checked since last winter. These are the things that seem fine, until they’re not. And when something does go wrong, the last thing you want to hear is that your claim won’t be paid because the damage was preventable. 🏠

Small checks now save big headaches later. Your home is one of your most valuable assets, treat it like one.

#WinterTips #CapeTown #HomeInsurance #ShortTermInsurance
��

At Personix, we don’t clock out when the office do

At Personix, we don’t clock out when the office does.⏰

Dr. Davis came to us needing a seamless, stress-free solution, and that’s exactly what we delivered. But what stood out most wasn’t the paperwork or the policy. It was the call made after hours, just to confirm everything was in place.

That’s the Personix difference. Professional service that actually feels personal.

#ClientStories #Personix #PeaceOfMind #FinancialServices #CapeTown

A new year always carries a quiet kind of hope. 🌙

A new year always carries a quiet kind of hope. 🌙
A moment to pause, reflect, reset, and move forward with intention.

To all those celebrating, we wish you a prosperous year. 🕊️�
#CapeTown #EidMuharram #IslamicNewYear #FinancialWellbeing

Cape Town winter doesn’t warn you. 🌧️ One southea

Cape Town winter doesn’t warn you. 🌧️

One southeaster. One night of thick mist rolling off the mountain. One storm that hits harder than expected, and suddenly there’s roof sheeting gone, a window blown in, or water where it shouldn’t be.

That’s an insurable event. ✅

But if the damage is linked to wear over time rather than the storm itself? That’s a maintenance issue, and your insurer will likely see it that way.

The difference between a successful claim and a rejected one often comes down to understanding exactly what you’re covered for before something goes wrong.

That’s where good advice makes all the difference. 💡

#CapeTown #InsuranceTips #FinancialWellness

Meet the people behind Personix.✨ For 33 years, G

Meet the people behind Personix.✨

For 33 years, Gulam Zalgaonkir has been helping clients navigate short-term insurance with trusted advice, practical solutions, and a commitment to building lasting relationships.🤝

What he enjoys most about his role is the opportunity to meet new people, take on new challenges, and make a meaningful difference through the guidance he provides every day.

Thank you, Gulam, for 33 years of dedication, professionalism, and impact.

#StaffSpotlight #ShortTermInsurance #FinancialServices #MeetTheTeam

The answer? Not every investment is meant for eve

The answer?
Not every investment is meant for every person.

What works for someone in their 20s building wealth may not suit someone preparing for retirement, and that’s okay.

The real question is:
Does your investment strategy actually align with your life, your goals, and your timeline?⏱️✅

Because good investing isn’t about following trends.
It’s about making informed decisions that fit you.

#CapeTown #Investing #FinancialPlanning #WealthManagement #PersonalFinance

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Find Your Dream Property

5 Kromboom Road, Rondebosch, 7700
info@personix.co.za
021 699 0800
Hours: Mon–Fri, 08:30–16:30

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5 Kromboom Road, Rondebosch, 7700
info@personix.co.za
021 699 0800

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