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Sanlam Acquires Majority Stake in PineBridgehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Acquires Majority Stake in PineBridgeSanlam Acquires Majority Stake in PineBridgeSanlam Acquires Majority Stake in PineBridge2017-03-21T22:00:00ZThe Sanlam Group is pleased to announce that it has reached an agreement with PineBridge Investments to acquire its majority stake in PineBridge Investments East Africa Limited in Kenya (PIEAL).
Tackling the affordability of educationhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Tackling the affordability of educationTackling the affordability of educationTackling the Affordability of Education2017-03-09T22:00:00ZThe cost of education in South Africa remains a hotly debated topic, as the affordability issue impacts many parents and students.
Sanlam Annual Results 2016http://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Annual Results 2016Sanlam Annual Results 2016Sanlam Annual Results 20162017-03-08T22:00:00ZThe Sanlam Group has released its financial results, announcing that it had achieved a satisfactory performance with double-digit growth in all key operational performance indicators.
5 Best Money Moves for Womenhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/5 Best Money Moves for Women5 Best Money Moves for Women5 Best Money Moves for Women2017-03-07T22:00:00ZData shows that, on average, a 30-year-old woman will live to 90, while a man will live to 82. Couple this with the escalating divorce rate, and it’s clear that ‘a man cannot be a financial plan’.
Direct Property vs Unit Trustshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Direct Property vs Unit TrustsDirect Property vs Unit TrustsDirect Property vs. Unit Trusts2017-03-05T22:00:00ZWe all strive to invest our hard-earned funds as optimally as possible. The question is: do you need to buy a property, keep your money in the bank to earn fixed interest rates or invest in stocks?
Economic Report - February 2017http://www.sanlam.co.za/mediacentre/media-category/economic-commentary/Economic Report - February 2017Economic Report - February 2017Economic Report: February 20172017-03-05T22:00:00ZThe first month of 2017 saw the inauguration of President Trump and political headlines dominating the global arena. Despite the political noise, economic data has remained robust.

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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