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.

Needs

Everyday Needs

Your finances play a crucial role in multiple aspects of your everyday life – taking care of your family, protecting your home and your possessions, your health, and your prospects for the future.

Starting a New Job

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 a New Job
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.

Starting a Family

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.

Buying a Home

Buying a Home

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.

Retiring

All of us want to retire comfortably without worrying about whether our money will run out. By getting financial advice and saving regularly over time, it is possible to have a worry-free retirement.

Retiring
Losing a Loved One

Losing a Loved One

Although we don’t like to think of the death of a loved one, it is important to plan for it in a way that provides support and financial security to those who are left behind.

 Financial Planning

 

 

Needs Assessment Toolhttp://www.sanlam.co.za/personal/financialplanning/needsNeeds Assessment ToolLife 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.https://www.sanlam.co.za/CoZaBannerImages/Needs%20Banner.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/Needs Banner.jpg?RenditionID=5
Personal Loanshttp://www.sanlam.co.za/personal/personalloansPersonal LoansApply for a fixed rate personal loan of up to R200 000 through Sanlam South Africa. Enquire online or contact us on: 0861 44 00 44 for more information.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.https://www.sanlam.co.za/personal/insurance/personal-and-family-insurance/PublishingImages/banner.jpg?RenditionID=5, https://www.sanlam.co.za/personal/insurance/personal-and-family-insurance/PublishingImages/banner.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.https://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.https://www.sanlam.co.za/CoZaBannerImages/PersonalFamilyInsurance.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/PersonalFamilyInsurance.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. https://www.sanlam.co.za/CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5, https://www.sanlam.co.za/CoZaBannerImages/SanlamTrust_Banner.jpg?RenditionID=5

Get expert financial advice

A financial planner can help you make the
most of what you have - contact us today.

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