| Needs Assessment Tool | | http://www.sanlam.co.za/personal/financialplanning/needs | Needs Assessment Tool | Life is a journey. So is building wealth.
Building wealth is a process which can start as soon as you start earning money. | | | Use our tool to identify where you are on your wealth journey and how Sanlam can help you address your financial needs. | | http://www.sanlam.co.za/CoZaBannerImages/Needs%20Banner.jpg?RenditionID=5, /CoZaBannerImages/Needs%20Banner.jpg?RenditionID=5 | | |
| Choosing a Financial Planner | | http://www.sanlam.co.za/personal/financialplanning/Pages/choosing-a-financial-planner.aspx | Choosing a Financial Planner | Sanlam 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 Process | | http://www.sanlam.co.za/personal/financialplanning/Pages/financial-planning-process.aspx | Financial Planning Process | Sanlam 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 Stages | | http://www.sanlam.co.za/personal/financialplanning/lifestages | Life Stages | Our 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%20copy.jpg?RenditionID=5, /CoZaBannerImages/Lifestages copy.jpg?RenditionID=5 | | |
| Wills, Trusts and Estates | | http://www.sanlam.co.za/personal/financialplanning/willstrustsestates | Wills, Trusts and Estates | Get 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 | | |