Business Description

Education planning:   saving towards your kids education.We’re in the business of planning for tomorrow, and we turn money into meaning. Into whatever is important to our clients for their and their children’s futures. That is why we work tirelessly on every ran dour clients entrust to...

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Why it’s important to keep pace with your changing financial needs

Why it’s important to keep pace with your changing financial needs Your financial needs today will be different in five and ten years’ time.
The scenarios below show how your financial solutions need to keep pace with your changing lifestyle needs.

The Young Graduate:

You’re young, maybe still single and in the early stages of establishing a career. Your
biggest asset is your ability to earn an income. You have to protect your earning capability against unplanned events, such as sickness and disability, which could prevent you from working today and possibly in the future.
You have time on your side, which means you can really make your money work for you. The earlier you start saving for retirement, the better your chances of achieving
your retirement goals.

The Established Graduate:

After years of hard work and commitment, you’re enjoying an established career.
As your wealth and income grow, the need to protect your lifestyle and that of the people who depend on you becomes greater.
How prepared are you for retirement? How many salary payments to go? Perhaps now is a good time to boost your existing investments and make sure you have saved
enough to maintain your lifestyle during retirement.
All these financial decisions will have long-term consequences, so get professional advice from a qualified financial adviser.

0608893984

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Cardiovascular benefit

Cardiovascular diseases in South Africa. Take great care of yourself and your body and know what the statistics say

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Retirement Annuity

Let your RA do something for you for a change...

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Planning for your kids education

Planning for your kids education:

You should probably start thinking about it when your child is born. But, with all the other expenses of a new baby, and given that his or her schoolyears feel so far away, most people don’t think about their child’s education until much later. The truth is that you can never start saving too soon. And the sooner you do, the more your savings will grow to reach your goal of offering your child the best education.

It is impossible to know what career or profession your child will want to pursue. But if you’d like him or her to have the option to study further, start planning by doing a few sums. Find out what it will cost for your child to do a three- or four-year degree, so you know how much you need to save every month. A Sanlam financial adviser can help you calculate what you need to save to reach your goal. Even if you can't save the full amount every month, save as much as you can, as you may be able to rely on others for financial support when the time comes.

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Sanlam Financial advisor

Planning for your kids education:

You should probably start thinking about it when your child is born. But, with all the other expenses of a new baby, and given that his or her schoolyears feel so far away, most people don’t think about their child’s education until much later. The truth is that you can never start saving too soon. And the sooner you do, the more your savings will grow to reach your goal of offering your child the best education.

It is impossible to know what career or profession your child will want to pursue. But if you’d like him or her to have the option to study further, start planning by doing a few sums. Find out what it will cost for your child to do a three- or four-year degree, so you know how much you need to save every month. A Sanlam financial adviser can help you calculate what you need to save to reach your goal. Even if you can't save the full amount every month, save as much as you can, as you may be able to rely on others for financial support when the time comes.


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Contact Details

4 Lynroy Ave
Cleland
Pietermaritzburg
3201
South Africa
060 889 3984
jp.duplooy@sanlamafp.co.za
Trading Hours
Monday- Sunday06:00 AM - 11:00 PM