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Financial Planning

Imagine if you could learn the benefits of financial planning, from yourself.

Every journey starts with a plan. And the same applies to your finances. Even though 60%* of 20 to 40-year-olds don’t think they need a financial plan, the people that do have one often end up wealthier and happier (and 82%* of them enjoy a more comfortable retirement).

But solid financial planning isn't just about building wealth. It’s understanding where you stand today and identifying what you still need to do to secure a comfortable financial future for you and your loved ones. And we have two online tools to help you do just that:

Our Needs Assessment Tool will give you an idea of where you are on your financial journey (65-year-old you will thank you for it).

A will is an essential part of planning for your family’s future. If you haven’t created one yet, there’s no time like the present. Use Sanlam's free online will tool to draft a single or joint will.

*Sources - Sanlam 2018 Benchmark Survey; Glacier by Sanlam

 

Needs Assessment Tool
Online Will
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Needs Assessment Tool

Life is a journey. So is building wealth.

Reaching your financial goals is like building a house. It's about understanding what you have to work with, what you want to achieve, and working hard to make it a reality. We've got just the tool to give you an idea of where you are on your financial journey, and what you need to move forward.

Please note, the results of your need assessment are merely a guideline. Any decision to change your financial portfolio should be based on financial advice from a registered financial planner. Get in touch with a financial planner today.

Ready to get started? Take a new needs assessment or retrieve a previous needs assessment

Start My Assessment

Online will

You're never too old or too young to start thinking about drafting a will.

Did you know that 70%* of working South Africans don't have a will? It's quite scary considering that dying intestate (without a will) could create major problems for those you leave behind, including administrative, tax and legal challenges. It may even lead to financial loss. That's why drafting a will is a critical part of your financial plan.

Wills are not just for the wealthy. It makes no difference how much or how little you have - it's about leaving a legacy for your loved ones. And the best time to act is now. If you want a simple, straightforward single or joint will, our free online will tool is the perfect place to get started.

If your personal circumstances are a little more complicated, please get in touch with us on 021 947 5673 or at onlinewills@sanlam.co.za and we'll help you find the best solution for your needs.

Ready to get started? Complete our online form to draft your online will.

*Source - Master of the High Court

Draft Your Will

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Learn how to maximise your income, define your financial goals, use appropraite savings solutions to achieve financial freedom and make the most of the wealth you built.

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