Liza Swanepoel

Liza Swanepoel Liza Swanepoel, Financial Adviser for Sanlam and a Chartered Accountant (S.A.) specialising in finan Working hard for my dreams comes as second nature. ( i.e.

I am friendly, passionate, determined, loyal and I truly value respect. After completing matric at Hoërskool Monument in 1996 I travelled a bit and worked as an Au Pair in Holland and in Maryland USA for over a year. This taught me valuable lessons in terms of personal finance management, interpersonal skills and communication. Thereafter I worked full time as an article clerk in a Auditing firm i

n Fairland whilst completing my studies part time through Unisa. The fact that I obtained my Chartered Accountancy qualification in 2005 by studying part time through Unisa and working full time to complete my articles, is an achievement of which I am extremely proud. I started my CA career in the short term insurance environment as a management accountant and financial accountant learning the workings of the short term insurance world at Telesure Investments. Budget, Auto and General, Dial Direct)
My career progressed to the Financial Services industry at Absa in 2006 being the group financial accountant. Through preparation of consolidated statements I got a better understanding of the workings of Short term Insurance, Long term Insurance, Investments, Trusts and Estates. My passion for business and people opened the next door to be the finance manager at Absa Investment Management Services and later on the Manager of Operations and Finance. Through this position I gained invaluable insights into financial planning, what customers want and need from a financial adviser. After the birth of my first child I knew it was time for me to take the plunge and start my own practice. The fact that my mother, Anneke Montgomery was an excellent financial adviser for Sanlam, boasting with over 25 years experience, made the choice very easy in joining Sanlam. I can offer a tailormade solution to your financial needs achieved through listening to your needs, understanding your expectations and helping you to achieve your financial goals. Being a trusted adviser is all about the relationship with you as my client and making a difference in your financial planning.

Exciting Opportunity Available. Apply Today!
27/03/2026

Exciting Opportunity Available. Apply Today!

Glacier IdeasLab 2025Woop woop
12/09/2025

Glacier IdeasLab 2025
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24/10/2024

Emotionally preparing for a cancer diagnosis: guidance for patients and loved ones

A cancer diagnosis can be overwhelming, triggering fear, uncertainty and thoughts of mortality. Preparing emotionally helps both the patient and their loved ones navigate this difficult journey.

For the patient
Mental health is as vital as physical treatment. Early psychological therapy can help you process your diagnosis and mentally prepare for the treatment ahead. Psycho-oncologists provide specialized support, helping you reframe your diagnosis, manage fear, and adjust to lifestyle changes. Therapy, combined with a healthy diet, physical activity and adherence to your treatment plan, can give you a sense of control and improve well-being.

It’s natural to experience anger, whether due to the diagnosis or external factors. Identifying the source and finding healthy outlets, like journaling or focusing on what you can control, can help manage these emotions.

For loved ones
Supporting a cancer patient can be emotionally taxing. Caregivers often feel stressed, anxious or even depressed, as they may share in the emotional weight of the illness. Acknowledging these feelings and seeking support, whether through counselling or building a strong network, is essential for maintaining your well-being.
Clear communication and emotional resilience are key to offering effective support without compromising your mental health.

How Sanlam supports clients
With cancer affecting many South Africans, Sanlam’s Cancer Benefit provides financial support tailored for those diagnosed. Whether you choose comprehensive coverage or a cancer-specific plan, speak to your Sanlam financial planner to explore options that can offer peace of mind during such a challenging time.

Sanlam Limited is the Licensed Controlling Company of the Sanlam Limited Insurance Group.

2024 SAICA Pretoria District Golf and Padel Tennis Day.
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2024 SAICA Pretoria District Golf and Padel Tennis Day.

Mental wellness for Professional Women, great topic and discussion at SAICE Women in Hard Hats eventHow do you cope with...
30/08/2024

Mental wellness for Professional Women, great topic and discussion at SAICE Women in Hard Hats event
How do you cope with corporate pressure as a women?
How do you balance work versus family responsibilities?

29/07/2024

Experiencing financial pressure? Don’t cancel contributions to life insurance and retirement savings

With the cost of living rising, many South Africans are burdened by financial pressure, which is aggravated by inflation. The Reserve Bank’s likely decision to maintain the repo rate at 8.25% offers no relief. Roxanne Tobias, actuary and Head of Marketing and Communications at Sanlam Risk & Savings, stresses the importance of maintaining life insurance and retirement savings, as skipping contributions can have severe long-term impacts. If you cancel risk cover now, it may cost you a lot more to reinstate at a later stage. Instead, Roxanne suggests prioritizing a budget to manage essential expenses.
By tracking spending for a month, using a budgeting app or paper record, you can identify unnecessary costs and create a realistic budget that prioritizes vital financial safeguards.

However, if money is extremely tight, she suggests considering these options rather than cancelling risk cover:

1. Reducing benefit amounts: Instead of cancelling your cover, you can opt to lower the benefit amounts. This allows you to maintain some level of financial protection in the event of illness, disability or death. Reduced cover is better than none at all.

2. Premium holiday options: Some products offer a premium holiday option, allowing you to temporarily pause payments without losing cover. Contact your provider to find out if this option is available to you.

3. Healthy lifestyle discounts: If you have quit smoking for over a year, you may be eligible for lower premiums. Contact your insurer to request a revision of your rates.

Costs will continue to rise, and life events may make it harder to get coverage later if you cancel your policy now. While insurance may seem burdensome, cancelling it can lead to bigger problems.
Consulting a financial adviser for a risk analysis to determine your cover needs and potential risk exposure is crucial before you make changes.

Moreover, planning for the future with assistance of a financial adviser can also help you cut costs, prioritise essential expenses and secure long-term financial stability for you and your loved ones.

Speak to your Sanlam financial adviser today to help you find ways of relieving some of your financial pressure.

Liza Swanepoel CFP®. C.A.(S.A.)
Senior Financial Planner
T +27 11 279 3089 C +27 74 602 7759 F +27 86 677 7107
7 Robyn Place, Noordheuwel, Krugersdorp, 1739
Book a time to meet with me
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Sanlam Life is a Licensed Life Insurer, Financial Services and Registered Credit Provider (NCRCP43)

On June 28th each year, National Insurance Awareness Day encourages us to review our insurance policies. Insurance Aware...
28/06/2024

On June 28th each year, National Insurance Awareness Day encourages us to review our insurance policies. Insurance Awareness Day is the ideal opportunity to remind South Africans that insurance is a must-have, a lifeline for their finances, and a way to get back on their feet in the event of an emergency.

27 June: National MSME Day (Micro, Small, and Medium-sized Enterprises Day).Micro, Small and Medium Enterprises (MSMEs) ...
27/06/2024

27 June: National MSME Day (Micro, Small, and Medium-sized Enterprises Day).

Micro, Small and Medium Enterprises (MSMEs) make a vital contribution to economic growth and development. They represent a seedbed of entrepreneurial skills and innovation, contribute to job creation, and are considered the backbone of the global economy.

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