Skip Ribbon Commands
Skip to main content

Financial Planning Financial Planning

Contact Us

  • 061 294 7111

Email Us

Skip Navigation LinksPersonal

Financial Planning

Professional advice is crucial for successful financial planning.

It is crucial to get professional help if you want to achieve your financial goals. 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. Similarly, a professionally qualified financial planner is essential to help guide your important financial decisions.



Choosing a Financial Planner a Financial PlannerSanlam Namibia’s financial planners are qualified to help you achieve your financial goals. We’ll help you choose a suitable planner based on your needs.Understanding the different types of financial planners can help you choose the right planner for your needs., /namibia/Namibia Banner Images/ChoosingAdvisor.jpg?RenditionID=5
Financial Planning Process Planning ProcessSanlam Namibia’s financial advisers follow a six-step planning process to help identify and meet your objectives. Achieve your goals with us on your side.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., /namibia/Namibia Banner Images/FinPlanProcess.jpg?RenditionID=5
Life Stages StagesWith our financial solutions, we aim to provide peace of mind through all stages of your life. Enquire online or talk to a Sanlam Namibia financial adviser.Get peace of mind with financial security through all the stages of your life., /namibia/Namibia Banner Images/PersonalFamilyInsurance.jpg?RenditionID=5
Wills, Trusts and Estates, Trusts and EstatesGet advice on setting up your will and trust deed. Sanlam Namibia provides expert management of testamentary trusts, wills and deceased solvent estates.We can help you draw up a will or a trust and to put the right people in place to administer your estate after your death, protecting your loved one’s financial future by protecting your estate., /namibia/Namibia Banner Images/SanlamTrust_Banner.jpg?RenditionID=5

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam