| Needs Assessment Tool | | http://www.sanlam.co.za/personal/financialplanning/needs | Needs Assessment Tool | Building wealth is a process which can start as soon as you earn money. Take Sanlam’s online needs assessment to identify your specific financial needs. | | | Use our tool to identify where you are on your wealth journey and how Sanlam can help you address your financial needs. | | https://www.sanlam.co.za/CoZaBannerImages/Needs Banner.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/Needs Banner.jpg?RenditionID=5 | | |
| Financial Planning Process | | http://www.sanlam.co.za/personal/financialplanning/Pages/financial-planning-process.aspx | Financial Planning Process | Sanlam’s financial advisers follow a six-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/personal/financialplanning/PublishingImages/financial-planning-process-banner.png?RenditionID=5, http://www.sanlam.co.za/personal/financialplanning/PublishingImages/financial-planning-process-banner.png?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/personal/financialplanning/lifestages/PublishingImages/life-stages-banner.jpg?RenditionID=5, /personal/financialplanning/lifestages/PublishingImages/life-stages-banner.jpg?RenditionID=5 | | |
| Wills, Trusts and Estates | | http://www.sanlam.co.za/personal/financialplanning/willstrustsestates | Wills, Trusts and Estates | Get advice on setting up wills and trust deeds from Sanlam Trust. We also specialise in managing testamentary trusts, wills and 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. | | https://www.sanlam.co.za/CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5 | | |
| Succession Balanced Fund | | http://www.sanlam.com/productcatalog/SanlamFundFactSheets/SanlamFundFactSheets/CZ_SL_Succession_Balanced_Fund.pdf | Succession Balanced Fund | | | | | | | | |