Sanlam Financial Planner
Anrilette Scholtz
About me
After completing my studies in financial planning, I joined Marlin BlueStar as a Paraplanner in 2008. As a Certified Financial Planner (CFP®), my passion is to help clients improve financial decision-making behavior and find contentment through a financial planning process. I offer ethical advice and tailored solutions for every unique financial situation. During my time with Sanlam, I have achieved many accolades recognizing my client service. I am looking forward in achieving many more in the days to come. I pride myself on being a trustworthy and reliable adviser that will go the extra mile to assist clients in their financial planning needs.
My interests
- Playing badminton
- Spending time with friends and family
- Travelling as often as possible and enjoying flavorful foods.
My qualifications & recent awards
Qualifications
-
Bachelor of Commerce
Awards
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.
Saving for Retirement
CALCULATE SAVINGS
Personal Client Profile
GET STARTED
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
Money Personality
CHAT TO THE SANLAM AI COACH
CAMPAIGNS
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