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Sanlam Ranks in Top 50 Women CEOs in Africahttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Ranks in Top 50 Women CEOs in AfricaSanlam Ranks in Top 50 Women CEOs in AfricaSanlam Ranks in Top 50 Women CEOs in Africa2021-11-23T22:00:00ZThe Sanlam Group – Africa’s largest non-banking financial services group – has welcomed having four women in the Top 50 CEOs in Africa.
Help, My Debt Repayments Are Unmanageablehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Help, My Debt Repayments Are UnmanageableHelp, My Debt Repayments Are UnmanageableHelp, My Debt Repayments Are Unmanageable2021-11-21T22:00:00ZThe South African Reserve Bank has announced an increase in the repo rate. This has implications for South Africans.
2020 Sanlam Financial Journalist of the Yearhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2020 Sanlam Financial Journalist of the Year2020 Sanlam Financial Journalist of the Year2020 Sanlam Financial Journalist of the Year2021-10-28T22:00:00ZFinancial Mail Journalist, Ms Claire Bisseker, has scooped the Journalist of the Year prize at the Sanlam Awards for Excellence again.
Sanlam to Cover Tuition for 100 Learnershttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Cover Tuition for 100 LearnersSanlam to Cover Tuition for 100 LearnersSanlam to Cover Tuition for 100 Learners2021-10-25T22:00:00ZSanlam announced today that it has partnered with the UCT Online High School to provide scholarships to 100 talented young South Africans.
The State of South Africans’ Mental Healthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The State of South Africans’ Mental HealthThe State of South Africans’ Mental HealthThe State of South Africans’ Mental Health2021-10-20T22:00:00ZThis article explores the state of South Africans’ mental health and what we wish our pre-pandemic selves had known.
Sanlam to Shake up SA Private Healthcarehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Shake up SA Private HealthcareSanlam to Shake up SA Private HealthcareSanlam to Shake up SA Private Healthcare2021-10-17T22:00:00ZSanlam announced its strategic intent to aggressively enter the SA private healthcare market with a range of new products and partnerships.

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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