Sanlam Financial Planner
Ina Botes
About me
Ina has 28 years of experience in the financial industry of which 11 years were property portfolio asset management. She has a B. Comm Hons degree and is a registered CFP® (Certified Financial Planner®). To date she has received 13 International Quality Awards. Above all, Ina genuinely cares about the financial wellbeing of her clients and goes above and beyond to put their needs first.
My interests
- Judo Official
- Hiking
- Walking
My qualifications & recent awards
Qualifications
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B.Comm. Hons. (Commerce)
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Bachelor of Commerce
Awards
Sanlam Silver Eagle
Given to advisers who have demonstrated a commendable level of success and reliability. This award reflects growing influence, professional maturity, and a strong commitment to clients.
15 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.
TESTIMONIALS
What my clients have to say
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
Discover more
BLOGS
Latest insights from our blogs.
Financial Planning
Why it’s time to talk to your parents about their will
Starting a conversation about your parents' will can be tough. Discover practical steps to talk to aging parents about estate planning and inheritance.
Financial Planning
Your tax debt can delay your family’s inheritance
Did you know unpaid taxes can halt estate administration? Find out how tax debt delays inheritance payouts and how to safeguard your loved ones' future.
Financial Planning
The role of beneficiary funds in preparing young adults for financial independence
Secure your family's future with essential estate planning tips for dads. From wills to guardianship, learn the key steps to safeguard your legacy.
Financial Planning
What The Polygamist teaches us about family affairs
The Polygamist highlights the importance of estate planning in complex family structures. Learn how wills, inheritance and succession laws affect polygamous families.
Insurance
Can you trust AI-powered health tools with your health?
AI-powered health tools offer valuable insights into your wellbeing, but healthcare experts stress the importance of combining technology with professional advice.
Financial Planning
No ring, no rights – what every unmarried couple should know
More couples are choosing to live together without marrying. Understand the inheritance risks and estate planning steps every unmarried couple should take.
Financial Planning
The estate planning steps every dad should take
Every dad should have an estate plan. Learn why a valid will is key to protecting your loved ones and ensuring your wishes are carried out.
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.