Sanlam Financial Planner
Joe Eder
About me
Hi, my name is Joe Eder. I’m a Sanlam Financial Planner with over 12 years of experience, providing optimal assistance to my clients with retirement planning, estate planning, investment advice, and overall support in managing their financial wellbeing. I am also a specialist in providing expert Financial Advice to members in the Public Services Sector. My passion is to make a positive difference in people’s lives by guiding them to financial security. It is very rewarding to see my clients’ financial position improve for the better, and it is my mission to help them achieve their financial goals. My mottos include: “You are never too young to start saving; Retire with financial freedom; Take responsibility for your financial wellbeing”.
My interests
- I am an avid fan of Formula 1 and I never miss a Grand Prix.
- I enjoy hiking and the outdoors
- having completed more than 150 Park Runs
My qualifications & recent awards
Qualifications
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B.A. (Communication)
Awards
Sanlam Bronze Eagle
Awarded to advisers who have shown solid growth and professional progression. This level acknowledges consistent performance and dedication to delivering trusted, quality service.
3 LIMRA International Quality Awards
This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
CAMPAIGNS
Discover more
BLOGS
Latest insights from our blogs.
Investments
Why a wider lens on global investing matters more than ever
Access global markets beyond South Africa's shores. Diversify risk and position your portfolio for long-term growth with 5 expert offshore investing tips.
Financial Planning
Questions every woman should ask herself
South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.
Financial Planning
Five simple ways women can grow their savings
Five great money moves for women to build wealth, protect income, and plan ahead with confidence—take charge of your financial future and start today.
Financial Planning
Why winter can impact your wallet in South Africa
Winter can trigger higher spending in South Africa due to seasonal mood changes. Discover practical tips to manage expenses and protect your finances.
Retirement
Building a retirement that lasts: Spend smartly and invest wisely
Learn how disciplined withdrawals, smart asset allocation and effective risk management can help sustain your retirement income, protect against inflation and support long-term financial security.
Insurance
Secure your future with risk cover
Protect your family’s future with life, disability, and critical illness cover designed to provide financial security when it matters most.
Fiduciary Services
Dads, secure your legacy with a will
A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.
Financial Planning
#SavingsMonth: How to achieve a savings mindset
Building a savings habit starts with the right mindset. Discover practical ways to prioritise saving, create realistic financial goals, and develop healthy money habits that can help secure your financial future.
Financial Planning
Tax-free savings plans: ticking many good investment boxes
Looking for a tax-efficient investment? Learn how tax-free savings plans can help you build wealth, save for the future, and enjoy tax-free growth on your investments.
Financial Planning
Securing your child's future: top benefits of education savings plans
Secure your child’s future with an education savings plan. Start early, benefit from compound growth, reduce financial stress, enjoy tax advantages, and give your child more options for higher education with peace of mind.
Financial Planning
Think you know Tax? 6 Common South African Myths Busted for 2026
South African tax rules can be confusing, and myths often lead to costly mistakes. This blog unpacks six common tax myths, clarifies what’s true for 2026, and helps you make smarter, more confident financial decisions.