Financial Check | JBM BlueStar | Sanlam Financial Planners Pretoria

FINANCIAL ROADMAP

Start achieving your goals and tracking your progress

Everyone wants to live with confidence, knowing they’ve got the best chance at achieving their goals.

But, what financial goals should you have? And how do you achieve those?

Take an eight-minute financial check to find out where you are and how we’ll help you get to where you want to be.

Once you have completed the questionnaire, a basic financial wellness report will be sent to you. The quiz results will provide you with an overall score on the following:

  • Budget
  • Debt management
  • Savings habits (e.g. for emergencies, future needs and retirement)
  • Investments
  • Insurance
  • Wills and estate planning
  • Health
  • Short-term insurance

FINANCIAL CHECK

Get started with your financial roadmap

Please select a financial planner from the practice to work together on your financial roadmap. This planner will be responsible for providing you with ongoing advice and receive any applicable commission or fees payable on your plans. Don’t see your adviser in the list? Click Contact at the top to get in touch and request to do a Financial Check.

Please select a financial planner