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Lessons from Business Lioness Margaret Hirschhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Lessons from Business Lioness Margaret HirschLessons from Business Lioness Margaret HirschLessons from Business Lioness Margaret Hirsch2018-08-05T22:00:00ZMargaret Hirsch won her first Lifetime Achiever Award in the Entrepreneur of the Year competition, sponsored by Sanlam and Business Partners.
Rainy Days and Keeping Your Head above Waterhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Rainy Days and Keeping Your Head above WaterRainy Days and Keeping Your Head above WaterRainy Days and Keeping Your Head above Water2018-08-05T22:00:00ZLiving from pay cheque to pay cheque leaves no funds for a ‘rainy day’ and makes you extremely vulnerable to falling into a debt trap.
The Financial Implications of Divorcehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Financial Implications of DivorceThe Financial Implications of DivorceThe Financial Implications of Divorce2018-08-05T22:00:00ZTruth is, nobody gets married with the intention to divorce their spouse. But the harsh reality is that 40% of marriages end in divorce before the 10 year anniversary.
The New Direction of the Insurance Industryhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The New Direction of the Insurance IndustryThe New Direction of the Insurance IndustryThe New Direction of the Insurance Industry2018-08-05T22:00:00ZScientists predict that the first person to live to 200 years, has already been born. The increasing lifespan presents a myriad of opportunities.
Thirty Ways to Make Your Money Work for Youhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Thirty Ways to Make Your Money Work for YouThirty Ways to Make Your Money Work for YouThirty Ways to Make Your Money Work for You2018-08-05T22:00:00ZHere are thirty things you can start doing today, along with a skilled planner, to set a solid financial foundation.
Insuretech - A Boon for Early Adoptershttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Insuretech - A Boon for Early AdoptersInsuretech - A Boon for Early AdoptersInsuretech - A Boon for Early Adopters2018-07-25T22:00:00ZThanks to insurance technology, financial clients will play a bigger role in administering their investments and policies.

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. Implimentation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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