Financial solutions made easy for you
Our financial planners are authorised by Sanlam to advise you on a full range of financial solutions.
What we offer
Business Owners
Be certain of your business's financial well-being despite life's uncertainties.
Helping you secure your legacy
A financial legacy consists of leaving wealth behind for your children and their children to build on their financial futures for generations to come.
Speak to a plannerFinancial Planners
calculators
Tools that assist
Saving for Retirement
CALCULATE SAVINGS
Personal Client Profile
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Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
DRAFT YOUR WILL ONLINE IN MINUTES
Short-term Insurance ChatBot
SUBMIT YOUR REQUIREMENTS
Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Sanlam Reality
SIGN-UP TO REWARDS ONLINE
Money Personality
CHAT TO THE SANLAM AI COACH
CAMPAIGNS
Discover how we can support you
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