Solutions to make your financial goals a reality

What we offer

Business Owners

Be certain of your business's financial well-being despite life's uncertainties.

Helping you secure your legacy

A financial legacy consists of leaving wealth behind for your children and their children to build on their financial futures for generations to come.

Speak to a planner

Financial Planners

Yadah BlueStar Planners

View profile

Sanlam Financial Planner

Johan Barnard

View profile

Sanlam Financial Planner

Jean Rossouw

View profile

Sanlam Financial Planner

Carl Nel CFP®

calculators

Tools that assist

Saving for Retirement

CALCULATE SAVINGS

Tax-free Investments

INVEST ONLINE

Personal Client Profile

GET STARTED

Risk Tolerance Assessment

INVESTMENT RISK PROFILE

Financial Check

LEARN MORE

CAMPAIGNS

Discover how we can support you

NewsCardIMG

Building your lasting legacy and living with confidence starts with your will

NewsCardIMG

Cybersecurity: Stay Safe Online

NewsCardIMG

Invest with ease through Glacier’s investment platform

NewsCardIMG

Sanlam Secure Services

BLOGS

Stay informed and empowered

Insurance

Getting the right insurance for illnesses: Key questions and answers

Breast Cancer Awareness: A guide to staying on top of your health checks

The ‘hidden’ cost of cancer

Financial Planning

Nine essentials of a sound financial plan #FinancialPlanningMonth

Financial planning for parenting later in life

The importance of getting good advice #FinancialPlanningWeek

Fiduciary Services

#WillsMonth: Secure your legacy with a will

Think a will is only for the rich? Think again!

Wills: building financial confidence for generations to come