Financial Planning | Wills, Trusts & Financial Advice | Sanlam
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Financial Planning

A professionally qualified financial adviser is essential to help guide your important financial decisions.

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Financial Check

Make sure you are prepared for life’s challenges and opportunities. Take this five-minute quiz to find out where you are and how we’ll help you get to where you want to be.

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Personal Loans

Whether you need money for unexpected expenses or to fund a specific project, Sanlam can offer you a fixed-rate personal loan according to your needs.

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Financial Planning Process

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.

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Life Stages

Get peace of mind with financial security through all the stages of your life.

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Wills, Trusts and 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.

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Credit Profile

Get free access to a credit dashboard and a credit management coach to help you understand your credit profile and your debt.

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