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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 advice and 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 personal financial decisions.

 

 

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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