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.
Take control of your savings and investments with the right advice
We all need expert support, whether with our health, our career or our wealth. Our qualified financial planners have the knowledge and tools to help you navigate your finances and reach your goals.
Speak to a plannerFinancial Planners
Agathos BlueStar Planners
calculators
Tools that assist
Saving for Retirement
CALCULATE SAVINGS
Tax-free Investments
INVEST ONLINE
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
Sanlam Reality
SIGN-UP TO REWARDS ONLINE
CAMPAIGNS
Discover how we can support you
Wealth Bonus® from Sanlam
Earn Wealth Bonus® with qualifying financial products and get access to a set of discounts on lifestyle benefits.
BLOGS