The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
7 August 2018
In short, the first visit should involve a general discussion about your personal circumstances, goals and expectations. The key is to be as open as possible: the more information the financial planner has, the better he or she can advise you. From this discussion you may be able to gauge how the financial planning process will benefit you, if the adviser is a good fit for you and the fees involved.
Your financial planner may also use this session as an opportunity to gauge your understanding and knowledge of financial planning and services. Don’t feel daunted, this is just a discussion to learn more about you to advise you appropriately. Remember, the better your adviser understands you, the more suitable the recommended solutions will be to your needs.
For more information, visit Sanlam.co.za.