Financial Fitness Analysis

The Financial Fitness Analysis (FFA), culminating in the Financial Fitness Report (FFR) gives you an objective high level assessment of your financial planning needs.

The Financial Fitness Analysis is a questionnaire requiring mainly YES/NO answers and takes approximately 15 to 20 minutes to complete. The FFA does not seek to illicit any private financial information and covers the following areas:

* Business Continuity
* Wealth Creation
* Employee Benefits

The questionnaire is used to determine the financial fitness of your business.  You will receive a detailed report on the results via email from one of a Sanlam Cobalt consultant.  The analysis and report is done at no cost to you, the business owner.

There are two options available, depending on what is most convenient for you:

1. Do it yourself online analysis.
2. Provide us with your details to request a telephonic analysis.

Allow the professionals help to get your finances in order.