Helen Martin CFP®

Sanlam Financial Planner

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Contact details

Bio

Get to know 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.

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