Skip Ribbon Commands
Skip to main content
SharePoint
  
  
  
  
  
  
Short Description
  
  
  
Enterprise Keywords
  
  
  
  
choosing-a-financial-planner.aspxSanlamCoZa
  
Choosing a Financial PlannerCoZa Slices
Understanding the different types of financial planners can help you choose the right planner for your needs.
https://www.sanlam.co.za/CoZaBannerImages/CoosingAdvisor.jpghttps://www.sanlam.co.za/CoZaBannerImages/CoosingAdvisor.jpg?RenditionID=5
2
1/21/2022 10:31 AMDenroy Robyn (SPF)
default.aspxSanlamCoZa
  
Financial PlanningCoZa Slices Personal
Professional advice is crucial for successful financial planning.
/CoZaBannerImages/financial_planning_landing_page_v2.jpg/CoZaBannerImages/financial_planning_landing_page_v2.jpg?RenditionID=5
2
8/29/2023 11:49 AMMelinda Wantenaar (External)
emergency-fund.aspxSanlamCoZa
  
Emergency Fund | Personal Finance | SanlamCoZa Slices
Preparing for unexpected tough times
https://www.sanlam.co.za/CoZaBannerImages/Emergence-fund-banner.jpghttps://www.sanlam.co.za/CoZaBannerImages/Emergence-fund-banner.jpg?RenditionID=5
9/2/2020 12:56 PMBianca Snyman (SPF)
financial-planning-process.aspxSanlamCoZa
  
Financial Planning ProcessCoZa Slices Financial Planning
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.
/personal/financialplanning/PublishingImages/financial-planning-process-banner.pnghttp://www.sanlam.co.za/personal/financialplanning/PublishingImages/financial-planning-process-banner.png?RenditionID=5
3
9/5/2023 1:52 PMMelinda Wantenaar (External)
spending-plan.aspxSanlamCoZa
  
Spending PlanCoZa Slices
A spending plan tracks how you’re spending your money so you improve your budget. Create a spending plan to see how you can save more and spend less.
https://www.sanlam.co.za/CoZaBannerImages/PersonalBudget.jpghttps://www.sanlam.co.za/CoZaBannerImages/PersonalBudget.jpg?Rendition=5
9/2/2020 12:58 PMBianca Snyman (SPF)