Life Stages | Wills, Trusts & Financial Advice | Sanlam
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Life Stages Life Stages | Wills, Trusts & Financial Advice | Sanlam

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Life Stages

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

We know you have hopes, dreams, plans and goals for your and your family’s future. Our wide range of financial solutions can help you make these a reality in a way that enables you to make the most out of life without having sleepless nights about your money matters. With our world-class products and the advice of a financial planner, you can prosper through all the stages of your life.

Starting your career

When you start to work for the first time, it’s important that you use and manage the money you earn wisely from the start. Similarly, it’s important to maintain your savings when you change jobs.

Starting your career
Getting Married

Getting married

When you say "I do" and commit for life’s ups and downs, you also commit to sharing and managing financial responsibilities with your spouse.

Having a baby

Your children depend solely on you for all their financial needs for the first part of their life. Give them the opportunities and protection they need and deserve.

Having a baby
Buying a house

Buying a house

Your home is one of your most significant investments. It is important to make sure it is properly protected from unexpected events and that it stays within your family after you are gone.

 Financial Planning

 

 

Needs Assessment Toolhttp://www.sanlam.co.za/personal/financialplanning/needsNeeds Assessment ToolBuilding 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%20Banner.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/Needs Banner.jpg?RenditionID=5
Financial Planning Processhttp://www.sanlam.co.za/personal/financialplanning/Pages/financial-planning-process.aspxFinancial Planning ProcessSanlam’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/CoZaBannerImages/FinPlanProcess.jpg?RenditionID=5, https://www.sanlam.co.za/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/personal/financialplanning/lifestages/PublishingImages/life-stages-banner.jpg?RenditionID=5, /personal/financialplanning/lifestages/PublishingImages/life-stages-banner.jpg?RenditionID=5
Wills, Trusts and Estateshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestatesWills, Trusts and EstatesGet 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
Credit Profilehttp://www.sanlam.co.za/personal/financialplanning/creditprofileCredit ProfileGet free access to a credit dashboard and a credit management coach to help you understand your credit profile and debt. Visit Sanlam Credit Solutions today.Get free access to a credit dashboard and a credit management coach to help you understand your credit profile and your debt.https://www.sanlam.co.za/personal/financialplanning/creditprofile/PublishingImages/banner.jpg?RenditionID=5, https://www.sanlam.co.za/personal/financialplanning/creditprofile/PublishingImages/banner.jpg?RenditionID=5

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