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Parks and Job Creationhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Parks and Job CreationParks and Job CreationParks and Job Creation2024-04-11T22:00:00ZSanlam and SANParks joined forces to launch their Kruger National Park-focused R10 million SMME funding and support programme.
Sanlam to Increase Stake in Shriram Grouphttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Increase Stake in Shriram GroupSanlam to Increase Stake in Shriram GroupSanlam to Increase Stake in Shriram Group2024-04-04T22:00:00ZSanlam has reached an agreement today to significantly increase its shareholding in the Shriram Group’s insurance businesses in India.
Reminder to Get Your Routine Screeningshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Reminder to Get Your Routine ScreeningsReminder to Get Your Routine ScreeningsReminder to Get Your Routine Screenings2024-03-27T22:00:00ZRoutine screenings are one of the best gifts you can give yourself and your family to live confidently, and with peace of mind.
Sanlam Boland Cavaliers Announce New Squadhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Boland Cavaliers Announce New SquadSanlam Boland Cavaliers Announce New SquadSanlam Boland Cavaliers Announce New Squad2024-03-21T22:00:00ZThe 2024 squad for the Sanlam Boland Cavaliers has been announced, with Thurlow Marsh named as captain.
The Art of the Basotho Blankethttp://www.sanlam.co.za/mediacentre/media-category/media-releases/The Art of the Basotho BlanketThe Art of the Basotho BlanketThe Art of the Basotho Blanket2024-03-19T22:00:00ZSutha ke Fete is the title of the first-ever exhibition of the globally iconic Basotho blankets in the Western Cape.
Six Ways Advisers Can Thrive in 2024http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Six Ways Advisers Can Thrive in 2024Six Ways Advisers Can Thrive in 2024Six Ways Advisers Can Thrive in 20242024-03-19T22:00:00ZAdvisers today face the task of thriving in a complex economic landscape and the reality of constant change, but this offers opportunity.

Our Process

Our financial planners will help you develop a complete financial plan. This will include information on how to get the amount of cover you need, how to invest your money based on your individual financial situation, how to get the best benefits based on your individual tax structure and how to ensure that your retirement savings portfolio is properly managed.

Financial Planning Process
  1. Initial meeting
  2. Identify your goal
  3. Assessment
  4. Financial Plan
  5. Implementation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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