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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.
Magic Microdosing vs Your Insurance Policyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Magic Microdosing vs Your Insurance PolicyMagic Microdosing vs Your Insurance PolicyMagic Microdosing vs Your Insurance Policy2021-10-13T22:00:00ZMicrodosing may be new, but insurers have an existing framework to follow. One must think about the impact on an insurance application.
Sanlam and Absa to Combine Businesses in SAhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam and Absa to Combine Businesses in SASanlam and Absa to Combine Businesses in SASanlam and Absa to Combine Businesses in SA2021-10-04T22:00:00ZSanlam and Absa announced that they have reached agreement to combine their investment management businesses in South Africa.
COVID-19’s Impact on Cancer in South Africahttp://www.sanlam.co.za/mediacentre/media-category/media-releases/COVID-19’s Impact on Cancer in South AfricaCOVID-19’s Impact on Cancer in South AfricaCOVID-19’s Impact on Cancer in South Africa2021-09-26T22:00:00ZCOVID-19 lockdowns have caused people to delay cancer screenings and interventions, which will impact treatment outcomes for years to come.
Sanlam to Sell UK Wealth Businesseshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Sell UK Wealth BusinessesSanlam to Sell UK Wealth BusinessesSanlam to Sell UK Wealth Businesses2021-09-19T22:00:00ZSanlam announced that it has reached agreement for the sale of its UK private investments and wealth planning businesses.
Sanlam and UCT to Support Actuarial Studentshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam and UCT to Support Actuarial StudentsSanlam and UCT to Support Actuarial StudentsSanlam and UCT to Support Actuarial Students2021-09-16T22:00:00ZSanlam and UCT announced that they have entered into an agreement to relaunch the Actuarial Science Support and Advice Desk.

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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