A Handy Checklist Before a Holiday Trip | Legacy BlueStar | Sanlam Financial Planners Bellville, Cape Town

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.

Travel plan

A handy checklist
before a holiday trip

Click here to download the holiday checklist in pdf format.

1

Confirm your travel and accommodation arrangements.

2
  • 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
3
  • 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.
4
  • 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.
5
  • If you’re flying, check in online before youleave 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

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 an optimal medical scheme and option selection aligned to your specific needs?

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Planning a staycation?

If you’re having a holiday at home, remember Confidence Rule 19: Always have a plan A. And B. And C. Here are five ways to make the most of your
staycation.

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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.

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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.

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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.

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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?

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Go for a hike

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

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.

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