Financial Planning

Holiday checklist

Whether you’re planning an end-of-year trip or a staycation, these checklists and tips will help you enjoy your holiday with confidence.

Checklists & Tips

What to do before a trip

Three weeks before

Confirm your travel and accommodation arrangements.

Two weeks before

Tell your security company you’re going away.
Tell your household insurer you’re going away.
If you’re going on a road trip:
Take your vehicle for a road safety check.
Make sure your vehicle and driver’s licenses are up to date

One week before

Ask a trusted neighbour to keep an eye on your home and collect your mail while you’re away.
Pack a medical kit to take with you on your trip.

Three days before

If you’re flying, check the airline’s luggage restrictions.
Leave your contact details, house keys and alarm codes with a friend or relative.
Empty your fridge of any items that might spoil while you’re away.

On travel day

If you’re flying, check in online before you leave for the airport.
Check that your bank cards are activated.
Make sure you have the contact numbers to report stolen or lost bank cards.
Lock doors and windows and unplug all electrical appliances before you leave home.
Make sure you have all your important documents like your ID, passport and plane tickets.

Financial checklist

Your financial plan

It’s always a good idea to plan now for peace of mind later. And with your financial affairs in order, you’ll be able to relax and enjoy a worry-free holiday.

Is your will signed, up to date, and stored in a safe place e.g. with a trust company?
If you’re driving, is your vehicle insurance up to date?
Do you have enough liquidity in your estate to support your loved ones should something happen to you?
Do you have funeral cover and accident cover in place?
Is your life cover and list of beneficiaries up to date?
Does your short-term insurance cover all your possessions?
Are all of your portfolio documents up to date and stored in a safe place?
Have you reviewed your medical aid needs and chose a medical scheme and benefit option?

Holiday at home

Planning a staycation?

If you’re having a holiday at home, here are five ways to make the most of your staycation.

Take a tech break

Unplug from the internet by limiting the time you spend on your devices, and recharge by spending time in nature instead.

Explore your city

It’s always fun to be a tourist in your own city – so visit that restaurant you’ve been meaning to try, go to a museum, or have a picnic in the park.

Read a good book

There’s a reason people talk about getting lost in a good book – it’s one of the best ways to unwind on holiday.

Have a spa day

There’s nothing quite like a good massage to help you relax. So why not invite a friend to enjoy a spa treatment with you and make a day of it?

Go for a hike

Take advantage of the summer weather by enlisting a few friends to explore a local hiking trail with you.

Download checklist

Here’s to a happy holiday!

However you choose to spend your holiday, we hope you find time to relax, have fun, connect with your loved ones, and enjoy a little me-time, too.

Click here to download your holiday checklist in pdf format.

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