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choosing-a-financial-planner
Choosing a Financial Planner
CoZa Slices
Understanding the different types of financial planners can help you choose the right planner for your needs.
https://www.sanlam.co.za/CoZaBannerImages/CoosingAdvisor.jpg
https://www.sanlam.co.za/CoZaBannerImages/CoosingAdvisor.jpg?RenditionID=5
2
January 21, 2022
Denroy Robyn (SPF)
SanlamCoZa
default
Financial Planning
CoZa Slices
Personal
Professional advice is crucial for successful financial planning.
/CoZaBannerImages/financial_planning_landing_page_v2.jpg
/CoZaBannerImages/financial_planning_landing_page_v2.jpg?RenditionID=5
2
February 17
Karabo Mokau (SPF)
SanlamCoZa
emergency-fund
Emergency Fund | Personal Finance | Sanlam
CoZa Slices
Preparing for unexpected tough times
https://www.sanlam.co.za/CoZaBannerImages/Emergence-fund-banner.jpg
https://www.sanlam.co.za/CoZaBannerImages/Emergence-fund-banner.jpg?RenditionID=5
September 2, 2020
Bianca Snyman (SPF)
SanlamCoZa
financial-planning-process
Financial Planning Process
CoZa Slices
Financial Planning
When you engage the services of a professional financial planner, you can expect to go through a specific process so that the planner can identify and meet your goals.
/personal/financialplanning/PublishingImages/financial-planning-process-banner.png
http://www.sanlam.co.za/personal/financialplanning/PublishingImages/financial-planning-process-banner.png?RenditionID=5
3
December 9, 2024
Karabo Mokau (SPF)
SanlamCoZa
spending-plan
Spending Plan
CoZa Slices
A spending plan tracks how you’re spending your money so you improve your budget. Create a spending plan to see how you can save more and spend less.
https://www.sanlam.co.za/CoZaBannerImages/PersonalBudget.jpg
https://www.sanlam.co.za/CoZaBannerImages/PersonalBudget.jpg?Rendition=5
September 2, 2020
Bianca Snyman (SPF)