Planning for the Professional
When it comes to financial planning, financial services, and investments and savings, clients are very different and their needs are different. Clients are different from segment to segment, but also from person to person, in the case of professionals or high net worth clients, they would have very specific needs.
We caught up with Farzana Botha, Segment Solutions Manager at Sanlam to find out more about financial planning for the professional and high net worth individuals.
Watch our discussion below:
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