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Financial planning
Plan your future today for a financially secure tomorrow.
- 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.
Getting married
Marriage is a big milestone. Prepare for your shared future with the right support and financial advice.
Buying a house
Discover the keys to homeownership. Navigate the journey to your new home with confidence.
Having a baby
Any parent will tell you that having a baby changes everything. Make sure you have the tools and solutions you need to take it all on.
Starting your career
With your first pay cheque comes your first step towards financial freedom. Becoming independent means thinking and planning ahead for your future.
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
Saving for retirement
Retirement should be something to look forward to. Use this tool to see if you're saving enough to retire comfortably.
Understanding income tax
Calculate your annual and monthly income tax deductions using the new tax scales and compare them to last year's.
Saving for education
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
Related products
Need anything else?
Wills
Ensure that your wishes are carried and protect your legacy by drafting a will online.
Draft and store your will at no cost
Peace of mind from recording your final wishes
Expert help to finalise and execute your will
Cost
Free
Sanlam Legacy Plan
Cover up to 100% of legal fees associated with estate planning fees.
Flexibility to choose any executor
Provide financial security for loved ones
Create the perfect legacy plan for your family
From
± R107pm
Credit Life Cover
Ensure that your large debts are paid when your income is affected.
Personalise your cover with an adviser
Death or permanent disability cover
Retrenchment cover
From
±R100pm