How financially secure are you?

Get peace of mind with financial security through all the stages of your life

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Financial Assessment

Welcome to Sanlam Key Solutions

To have control of your financial security you need a financial plan. However, most of us don’t have the time or knowledge to create and manage our own financial plan and need to get help from a professional. It’s hard to know what steps to take. At Sanlam Key Solutions, we get that and we’re here to help you make the most of what you have.

Financial health is as important as your physical health.

People go for regular medical check-ups, but are not aware of the importance of getting regular, expert financial advice.

It is important to make sure that you get the right advice at the right time to make good financial decisions.

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Don’t create a budget, create a spending plan

At Sanlam Key Solutions, we understand the importance of money and how it can affect your sense of well-being. Creating a spending plan is an important step towards taking control of your finances and creating a better you.

Life can change in an instant, protect yourself and your family

Life is unpredictable and unfortunately, most South Africans are not financially prepared for unexpected life events. Should you die or no longer be able to work, who will provide financial support to your family?

Saving for retirement

Making smart choices about your savings throughout life can help you retire comfortably.  A comfortable retirement starts with saving as soon as you can and ends with managing your retirement fund well once you are retired to ensure a steady income.

Having a valid will ensures your wishes are carried out

A will gives details of how you want your assets to be distributed after you die. It represents financial peace of mind for you and those you leave behind.

Saving is key to achieving your goal

A saving plan is the key to everything in your spending plan … as so much depends on your ability to save and allocate money wisely.

Financial planning

Professional advice is crucial for successful financial planning. A professionally qualified financial adviser is essential to help guide your important financial decisions. At Sanlam Key Solutions we have a team of financial advisers who take the time to understand you and your unique needs.

“It’s hard to know what steps to take… At Sanlam Key Solutions, we get that, and we are here to help you make the most of what you have.”

Get Expert Financial Advice

A Sanlam Key Solutions adviser can help you plan for tomorrow and make the most of what you have.

Contact an Adviser