What is personal financial planning?
Personal financial planning covers a wide range of servicess to help people meet their financial goals. This can include creating personal budgets, allocating money towards savings as well as devising measures to get out of debt. Certified financial planners can help establish a suitable financial plan for their clients, whether this includes long-term investments or short-term financial expenses.
Do you require a professional financial planner?
Typically, people come to us when something has happened or is about to happen in their lives. They have received a substantial inheritance or settlement. They are selling a family business. They are thinking about retiring. Their family circumstances have changed. This is where our personal financial planners can provide advice on the best way to manage finances.
Sanlam’s starting point for personal financial planning is always the same – a face-to-face conversation to talk about your situation. Our priority is getting to know your individual circumstances and tailoring our advice to your specific requirements. We help you create personal financial plans that meet your goals as well as finding the best ways to protect and grow your wealth.