Financial Planning

Financial planning
Financial check
Financial tools
Money personality
Get in touch

Plan with financial confidence

A good plan will help you to become financially secure and make better money choices. Get a roadmap that’ll help you to plan how you’ll achieve financial goals, like saving for retirement and big purchases, or trying to manage debt.

Financial check

How financially prepared are you?

Take a 5-minute quiz to see how financially prepared you are.

Unlock your future with a simple five-minute quiz. Learn about your financial preparedness across key categories and receive a unique roadmap filled with personalised goals. Your roadmap will empower and help guide you towards a financially confident future.

Financial Tools

Explore financial planning tools

Learn more about managing your finances and use our calculators to help plan your financial needs.

calculators

Retirement should be something to look forward to. Use this tool to see if you're saving enough to retire comfortably.

Calculate your annual and monthly income tax deductions using the new tax scales and compare them to last year's.

Give your children a brighter future by finding out how much to invest in our education savings plan or a unit trust.

Money personality

Why your Money Personality matters

Your relationship with money shapes the way you save, spend, and plan for the future. And your Money Personality can provide valuable insights into your financial habits, strengths, as well as identify potential blind spots. Our AI-powered platform will guide you towards understanding your unique approach to money, all through a quick conversation.

Credit score

Keep your credit score on track

Sanlam's credit health dashboard will help you to stay on top of your finances and keep track of your credit score to help you financially prepare with confidence.

Credit dashboard features:

Keep your accounts secure by monitoring for suspicious activity
Speak to a credit coach and use our budget tool to track your spending
Track your account activity, interest rate payments and account fees
Explore suitable financial products

Financial advice

Let's talk about finances

Professional guidance helps you make better choices and achieve your goals. To make the most of your journey, be prepared.

Your financial adviser may ask about your:

Short, medium and long-term savings and investment needs
Income and expenditure
Appetite for risk and how it can impact your savings
Understanding of what your financial plan will cost you

Get in touch

Need to talk to someone?

We are here to help you get the information your need. Fill out this form to get a call back or feel free to call us on weekdays between 08:00 and 17:00

0860 223 390