Helen Martin CFP® - Sanlam Financial Planner | Veros BlueStar | Newcastle
Helen Martin profile picture

Sanlam Financial Planner

Helen Martin

CFP®

About me

As a Financial Planner, my role is crucial in guiding individuals and families towards their financial goals and helping them make informed decisions about their money. 1. My primary responsibility is to assist clients in managing their finances, developing financial plans, and achieving their short-term and long-term objectives. 2. I take the time to understand each client's unique financial situation, goals, and risk tolerance. By doing so, I tailor financial strategies and recommendations to your specific needs, ensuring that your plans align with your aspirations. 3. As a Financial Planner, I provide holistic financial planning, covering various aspects such as investment management, retirement planning, tax optimization, risk management, estate planning, and more. This comprehensive approach ensures that all areas of your financial lives are addressed.

My interests

  • Love travelling and family life

My qualifications & recent awards

Qualifications

  • Graduation Postgraduate Diploma in Financial Planning

Awards

PRODUCTS AND SERVICES

What we offer

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Insurance Solutions

Get insurance cover with expert guidance from our team.

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Gap Cover

Stay financially protected when medical costs fall short - learn more here.

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Health Solutions

Let us help you decide on the right medical aid solution for you.

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Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

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Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

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Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

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Income Protection

Sanlam Income protection protects you and your family against temporary and permanent illness or disability with a monthly payout that helps support your current lifestyle.

CAMPAIGNS

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BLOGS

Latest insights from our blogs.