As part of Sanlam Corporate’s ambition and vision to enable our members to live confidently, we have kickstarted an initiative to help members look at their current financial state compared to the possible future or desired state using a Financial Check Quiz.
The quiz is provided through a questionnaire where on completion, a basic financial wellness report is sent to the member. The quiz results demonstrates to the member, an overall score on their:
- Budget
- Debt management
- Savings habits (i.e. for emergencies, future and retirement)
- Investments
- Insurance
- Wills and estate planning
- Health
- Short-term insurance provision
Members seeking additional information can click a “call back” button that alerts retirement benefit counsellors to give the member a call. In addition, should the member need financial advice, the retirement benefits counsellor will refer the member to their contracted financial advisor.