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Financial Planning

Professional advice is crucial for successful financial planning.

If you’ve called on the help of professionals to give you medical or legal advice, you’ll know that there’s nothing like professional training in a specialised field to set you on the right path. Our financial planners are authorised by Sanlam and are all fully licenced in terms of the Financial Services Board Regulations. Consulting a specialist is essential to help guide your important financial decisions.

Our Processes

Our financial planners will help you develop a complete financial plan. This will include information on how to get the amount of cover you need, how to invest your money based on your individual financial situation, how to get the best benefits based on your individual tax structure and how to ensure that your retirement savings portfolio is properly managed.

The processes we follow are proven and authorised by Sanlam.

What to Expect from our Financial Planning Process

When you engage the services of a professional financial planner, you can expect to go through a specific process so that the planner can identify and meet your goals.

Your planner will provide you with a holistic approach to make sure that your financial needs are understood, planned for, executed and reviewed on a regular basis.

1 - An Initial Meeting

This is where you will talk about your financial objectives and requirements to decide the way forward.

2 - Identifying Your Goals

The financial planner will ask questions and discuss your planning needs with you.

3 - Assessing Your Financial Situation

A thorough analysis of your existing financial situation is important to design a financial plan that is meaningful and attainable

4 - Preparing a Financial Plan

Your financial planner will provide you with written recommendations or a proposal about how to invest or insure yourself, based on your needs.

5 - Implementation

Once you're happy with the financial planner's recommendation, he/she will implement your financial plan with the investment, savings or insurance-based solutions you agreed on.

6 - Review

Your financial needs will change as your life changes. You may get married, have children, lose a spouse, or lose your job. You and your financial planner should have an agreement to regularly review your financial plan.

What to Expect from the Investment Process

The proven investment process is supported by Sanlam’s research team.

Our planners consider:

  • Your goals
  • Your risk profile
  • Your time horizon
  • Your tax strategy
  • Your specific preferences
  • All legal provisions

They then propose an investment solution with realistic targets that will be closely monitored and adapted to changing circumstances.

Contact Us

Sanlam Life Insurance is a licensed financial service provider.
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