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Sanlam’s Holding Statement on COVID-19http://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam’s Holding Statement on COVID-19Sanlam’s Holding Statement on COVID-19Sanlam’s Holding Statement on COVID-192020-03-26T22:00:00ZIn response to the outbreak of COVID-19, Sanlam is committed to doing our part to help our people and to support and protect our economy.
Disabilities and Your Professionhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Disabilities and Your ProfessionDisabilities and Your ProfessionDisabilities and Your Profession2020-03-18T22:00:00ZThe consequences of not being sufficiently covered against disability can have serious financial implications for professionals.
Transfer from Channel Life to SDMhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Transfer from Channel Life to SDMTransfer from Channel Life to SDMTransfer from Channel Life to SDM2020-03-11T22:00:00ZChannel Life and SDM have entered into a transfer agreement where all policies currently underwritten by Channel Life will be transferred to SDM.
Sanlam 2019 Annual Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2019 Annual ResultsSanlam 2019 Annual ResultsSanlam 2019 Annual Results2020-03-11T22:00:00ZSanlam achieves solid operational performance for the year ended 31 December 2019, amid challenging conditions.
Changing the It Won’t Happen to Me Mindsethttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Changing the It Won’t Happen to Me MindsetChanging the It Won’t Happen to Me MindsetChanging the It Won’t Happen to Me Mindset2020-03-09T22:00:00ZThe inability to earn due to a disability is a great financial risk, which is why you should protect yourself – even if you’re still young.
Death Has an Expensive Price Taghttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Death Has an Expensive Price TagDeath Has an Expensive Price TagDeath Has an Expensive Price Tag2020-03-03T22:00:00ZDeath can be expensive and you don’t want to see your loved ones saddled with serious cash shortfalls when they have to wind up your estate.

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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