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Skip Navigation LinksFinancial Planning

Choosing a Financial Planner

Understanding the different types of financial planners can help you choose the right planner for your needs.

Research shows people who get professional financial advice have more financial planning success. Whether you opt for a financial planner who is "tied" or closely related to a service provider, or independent (has no ties to one service provider) make sure that the person is a certified financial planner who is qualified to help you, based on your specific needs.

Types of Financial Planners

"Tied" financial planners

"Tied" planners are typically employed by a financial services provider like Sanlam and will advise clients on Sanlam products and services. They are often also accredited to sell products from competitor companies.

Given that "tied" financial planners are employees of a particular financial services provider, the financial services provider stands in for the advice. Clients who make use of "tied" financial planners therefore have recourse against the financial services provider that employed the planner.

Sanlam's BlueStar financial planners

BlueStar practices offer clients a one-stop shop and access to specialised services such as life insurance, estate planning, short-term insurance, retirement planning and investment planning.

BlueStar practices are built on the premise that financial planners cannot be experts on all the solutions in the market, given the vast variety of financial needs from categories of clients. This model allows financial planners to specialise so that they can identify the most appropriate solutions to meet their clients' needs.

The BlueStar concept positions the relationship between the client and the financial services provider, instead of between the client and an individual planner. You still receive personalised service, but the advice does not depend on only one individual. This ensures the continuity and longevity of the relationship. You can get advice for all your financial needs in one location.

The financial advice given through BlueStar practices is backed by Sanlam, which provides security to both you and the financial planner. Products sold are not restricted to Sanlam's.

Independent financial planners

Independent financial planners are authorised to sell a variety of companies' products and services. The planner may provide advice on and sell products from Sanlam as well as other companies. The advice is considered "independent” as independent financial planners operate under their own licence.

 Financial Planning

 

 

Choosing a Financial Plannerhttp://www.sanlam.co.za/personal/financialplanning/Pages/choosing-a-financial-planner.aspxChoosing a Financial PlannerSanlam certified financial planners are qualified to help you achieve your personal financial goals. We’ll help you choose a suitable financial planner based on your needs.Understanding the different types of financial planners can help you choose the right planner for your needs.http://www.sanlam.co.za/CoZaBannerImages/CoosingAdvisor.jpg?RenditionID=5 , /CoZaBannerImages/CoosingAdvisor.jpg?RenditionID=5
Financial Planning Processhttp://www.sanlam.co.za/personal/financialplanning/Pages/financial-planning-process.aspxFinancial Planning ProcessSanlam financial planners follow a 6-step planning process to help identify and meet your financial objectives. Achieve your financial goals with Sanlam.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.http://www.sanlam.co.za/CoZaBannerImages/FinPlanProcess.jpg?RenditionID=5 , /CoZaBannerImages/FinPlanProcess.jpg?RenditionID=5
Life Stageshttp://www.sanlam.co.za/personal/financialplanning/lifestagesLife StagesOur financial solutions aim to provide peace of mind through all the stages of your life. Enquire online or contact a Sanlam adviser on: 0860 726 526.Get peace of mind with financial security through all the stages of your life.http://www.sanlam.co.za/CoZaBannerImages/Lifestages copy.jpg?RenditionID=5, /CoZaBannerImages/Lifestages copy.jpg?RenditionID=5
Wills, Trusts and Estateshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestatesWills, Trusts and EstatesGet advice on setting up your will & trust deed from Sanlam Trust. As a leading trust company in SA, we provide expert management of testamentary trusts, wills & 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. http://www.sanlam.co.za/CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5, /CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5

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