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Credit Rating Action by Standard Poor'shttp://www.sanlam.co.za/mediacentre/media-category/sens-releases/Credit Rating Action by Standard Poor'sCredit Rating Action by Standard Poor'sCredit Rating Action by Standard and Poor's2017-08-22T22:00:00ZAccording to S&P Global Ratings, Sanlam Life’s National Scale Rating has been revised from ‘zaAA-/ zaA-1‘ to ‘zaAAA/ zaA-1+’, and the ratings of the SLI3 and SLI4 subordinated deferrable debt issued by Sanlam Life from ‘zaA-‘ to ‘zaAA’.
Ensure Your Dread Disease Cover is Worthwhilehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Ensure Your Dread Disease Cover is WorthwhileEnsure Your Dread Disease Cover is WorthwhileEnsure Your Dread Disease Cover is Worthwhile2017-08-21T22:00:00ZStatistically, one in four South Africans will be diagnosed with cancer or will have someone close to them diagnosed. The financial burden of dealing with a dread disease like cancer can wreak havoc on one’s finances.
Make Your Daughters Money Smarthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Make Your Daughters Money SmartMake Your Daughters Money SmartMake Your Daughters Money Smart2017-08-14T22:00:00ZIn South Africa, about 41% of households are female-headed. As social roles evolve, the need to teach girls to manage their finances is crucial.
How to Construct a Well-Diversified Risk-Profiled Portfolio of Unit Trust Fundshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/How to Construct a Well-Diversified Risk-Profiled Portfolio of Unit Trust FundsHow to Construct a Well-Diversified Risk-Profiled Portfolio of Unit Trust FundsHow to Construct a Well-Diversified Portfolio2017-08-09T22:00:00ZWhen it comes to building a portfolio, manager selection forms only a small part of the process. At a broader level, your portfolio should be structured in a way that enables you to meet your investment goals.
Economic Report - July 2017http://www.sanlam.co.za/mediacentre/media-category/economic-commentary/Economic Report - July 2017Economic Report - July 2017Economic Report: July 20172017-08-02T22:00:00ZThe shift in tone from central banks drove global financial markets in June with the Bank of Canada, the Bank of England and the European Central Bank likely to raise interest rates before the end of 2017.
Die Verband tussen Groei en Ongelykheidhttp://www.sanlam.co.za/mediacentre/media-category/ekonomiese-kommentaar/Die Verband tussen Groei en OngelykheidDie Verband tussen Groei en OngelykheidDie Verband tussen Groei en Ongelykheid2017-07-31T22:00:00ZSuid-Afrika word sedert die aanvang van die demokratiese era deur die twee probleme van grootskaalse ongelykheid en lae groei geteister. Ekonomiese Adviseur Jac Laubscher bekyk die situasie uit ‘n nuwe hoek.

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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