Wealth Bonus | Jacaranda BlueStar | Sanlam Financial Planners Centurion

LOYALTY AND REWARDS

How does Wealth Bonus work?

  • With every premium you pay on qualifying financial products, Sanlam invests an additional percentage on your behalf
  • Your Wealth Bonus grows at market related interest rates
  • Selected products unlock your Wealth Bonus in smaller, regular portions
  • Your full Wealth Bonus unlocks at the end of your product’s life, or earlier for some products.

LIFESTYLE BENEFITS

Get access to discounts on lifestyle benefits

As a Sanlam client earning Wealth Bonus, you automatically enjoy discounts on lifestyle benefits from partners, at no additional cost to you. Your benefits are managed by Sanlam Reality – the loyalty programme of the Sanlam Group and its partners, which rewards clients for taking care of their money.

Explore benefits

FAQs

Straight answers to all your questions

To get started with Wealth Bonus, you must buy a participating Sanlam Group product. Your Wealth Bonus will start to accumulate, according to each product’s rules.

You can grow your Wealth Bonus by adding more participating products to your Sanlam Group portfolio. Each qualifying product you add means more money contributed to your Wealth Bonus every month.

Your current value is shown in the ‘Overview’ tab of your Wealth Bonus Dashboard, and in the navigation bar. Go to sanlamonline.co.za and login to access your Sanlam Portfolio and find the link to the Wealth Bonus Dashboard tab.

The current value of your Wealth Bonus will change over time. If there are any changes to your Wealth Bonus portfolio (for example, interest earned, additional qualifying products added, cancellation of a product, payment lapses, market changes, two-pot withdrawals from your retirement plan, and other reasons depending on the participating product) it could affect the current value of your Wealth Bonus.

You can grow your Wealth Bonus by adding more participating products to your Sanlam Group portfolio. Each product you add means another product helping you grow your Wealth Bonus every month.

You can also earn more Wealth Bonus with Wealth Bonus Boosters (which give you additional Wealth Bonus on top of the Wealth Bonus you currently earn) by having a combination of two products.

The longer you keep your Wealth Bonus, the more it will grow over time due to compounding interest.

Get started

Call me back

Speak to a financial adviser to find a product that suits your needs. Leave your details to be contacted.

Izak Van Der Merwe
Sanlam Financial Planner
0828525187
Make contact on my digital business card
Connect on LinkedIn

By clicking on “Submit”, you acknowledge having read our privacy policy .