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Skip Navigation LinksSaving for Retirement

Sanlam Goal Manager

Let us help you to achieve your financial goals.

At Sanlam, we’ve learned that people achieve their savings targets when they have specific goals – which is why we’ve developed Sanlam Goal Manager. Much like fitness trackers use targets to help us meet our wellness objectives, goal-based saving can inspire us to stay on track with our long-term financial objectives.

We all know that saving is tough and choosing the right product can be time-consuming and confusing. We’re here to help. Watch the video below to learn more about how we can help you to achieve your savings goals with Sanlam Goal Manager:

How It Works

Goal setting is the powerful motivational driver that underpins Sanlam Goal Manager, the savings management application available exclusively via your Sanlam financial planner or accredited broker. Watch the video below to learn about the five steps to achieving your savings goals with Sanlam Goal Manager:

In short, these are the steps to achieving your savings goals with Sanlam Goal Manager:

  1. Arrange a meeting with your financial planner
  2. Set your savings goal
  3. Keep up to date by requesting a progress report at any time
  4. Receive feedback and recommendations each year with your annual review
  5. Achieve your savings goal

Saving for Retirement Goals

Retirement may seem like a distant concern to some, but just blink and next thing you know it’s right around the corner.

With Sanlam Goal Manager, you and your Sanlam financial planner or accredited broker can plan your journey to achieving your retirement goals, whether that’s receiving an income in retirement or having sufficient healthcare costs when you retire.

Click on any of the goals below to learn more about how to decide on choosing the right goal amount to target:

Income

Save for income in retirement.

Healthcare

Save for healthcare costs in retirement.

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