Let us be your partner on the journey as you start with what you hope for. Sanlam advisers can help you shape a complete financial plan.
This will include information on how to get the amount of cover you need without leaving you exposed or paying too much for cover you don’t need.
Our advisers will also help you get the best benefits out of your individual tax structure.
Lastly they can help you ensure that your retirement savings portfolio is properly managed with regard to your life stage so that you can maximize the growth on your investment to ensure that you have the money you need when you retire.
Sanlam appoints advisers to regularly call on clients and take responsibility for their financial needs. But inevitably, clients move home or start new work, and frequently lose contact with their advisers. If this is true in your case, let us put your personal Sanlam financial adviser in contact with you.
Moved to a new town? Started new work? Your financial and savings needs may have changed. If you'd like a proper financial analysis, let us appoint a Sanlam adviser in your area to call on you at your convenience.
Contact a BlueStar Business adviser
Since 2007, Sanlam has been empowering its financial advisers through the BlueStar initiative to build their own, independent financial services businesses, while still operating under the Sanlam brand.
Click here to contact a BlueStar adviser.
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