Sanlam Financial Planner
Monique Sampson
About me
Hi, I’m Monique Sampson. I’m passionate about helping people make sense of their finances so they can feel confident about their future. I believe everyone deserves access to quality financial advice, no matter their background, income, or stage of life. My goal is to break down complex financial concepts into clear, practical steps that anyone can follow. Financial planning, to me, should always be simple, relevant, and tailored to each person’s unique story. When I’m not working on retirement and risk cover strategies, I enjoy connecting with people, sharing ideas, and finding straightforward ways to turn financial goals into reality. My values are rooted in integrity, transparency, and empowerment. I want every client I work with to feel heard, understood, and equipped to make confident financial decisions that truly serve their goals.
My interests
- I enjoy reading
- watching sports
- playing pool
- and spending quality time with my family
- I'm also passionate about our business — where we're focused on more than just success — we're creating something that matters
- That slogan reflects how I live and work: putting time and energy into what truly has purpose and impact.
My qualifications
Qualifications
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National Diploma in Public Management
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
Financially confident youth: Africa's greatest investment
Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.
Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.
Financial Planning
Get a head start this #YouthMonth with saving for your child’s education
Smart planning now helps secure your child's future success. Even modest monthly contributions can grow over time - helping you keep pace with rising education fees and inflation.
Financial Planning
The behavioural traps fraudsters exploit
Investment scams exploit cognitive biases, especially during bonus season. Spot the warning signs, slow decisions, and protect new funds with confidence.
Investments
The 4 Dimensions Checklist helps you make better investing decisions
Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.
Financial Planning
Costs of single motherhood
The costs of single motherhood unpacked with real expenses, budget tips and protection ideas to keep finances steady—start planning your next step.