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Financial Infidelity Can Ruin a Relationshiphttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Financial Infidelity Can Ruin a RelationshipFinancial Infidelity Can Ruin a RelationshipFinancial Infidelity Can Ruin a Relationship2021-04-11T22:00:00ZAre you honest with your partner when it comes to finances? Not being open about your financial status can lead to unintended consequences.
Knowledge Is Key in Your Fight Against Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Knowledge Is Key in Your Fight Against CancerKnowledge Is Key in Your Fight Against CancerKnowledge Is Key in Your Fight Against Cancer2021-04-06T22:00:00ZKnowing your family’s cancer history enables you to take the necessary preventative measures, for the sake of yourself and your family.
The Inheritance Rights of Childrenhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Inheritance Rights of ChildrenThe Inheritance Rights of ChildrenThe Inheritance Rights of Children2021-03-22T22:00:00ZAs South Africa marks Human Rights Day on 21 March, we reflect on the rights of children, especially regarding their right to inherit.
Sanlam 2020 Annual Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2020 Annual ResultsSanlam 2020 Annual ResultsSanlam 2020 Annual Results2021-03-10T22:00:00ZOur annual financial results for 2020 reflect the resilience of the Group’s businesses, which remained strong through the Covid-19 pandemic.
In the Duke of Hastings We Trusthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/In the Duke of Hastings We TrustIn the Duke of Hastings We TrustIn the Duke of Hastings We Trust2021-03-01T22:00:00ZThere are different types of trusts and they each serve a unique purpose. Read the article if you’re considering to start a trust.
2021 Budget – The Outcomehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2021 Budget – The Outcome2021 Budget – The Outcome2021 Budget – The Outcome2021-02-24T22:00:00ZTo support the economy, in the context of relatively high income tax rates, Government will not introduce measures to increase tax revenue.

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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