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Sanlam Wins Best Financial Reporting Awardshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Wins Best Financial Reporting AwardsSanlam Wins Best Financial Reporting AwardsSanlam Wins Best Financial Reporting Awards2020-07-27T22:00:00ZSanlam won two awards for excellence in financial reporting and communications awarded by the Investment Analysts Society of South Africa.
Sanlam Pays Over R4 Billion in Claims in 2019http://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Pays Over R4 Billion in Claims in 2019Sanlam Pays Over R4 Billion in Claims in 2019Sanlam Pays Over R4 Billion in Claims in 20192020-07-27T22:00:00ZOur annual claims review provides insights on the claims we have paid, but also aims to inspire smart choices when it comes to risk cover.
Understanding Good Debt vs Bad Debthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Understanding Good Debt vs Bad DebtUnderstanding Good Debt vs Bad DebtUnderstanding Good Debt vs Bad Debt2020-07-22T22:00:00ZIt is now more important than ever to appreciate the difference between good and bad debt to secure financial stability in the long run.
What You Should Know About Your Credit Scorehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What You Should Know About Your Credit ScoreWhat You Should Know About Your Credit ScoreWhat You Should Know About Your Credit Score2020-07-22T22:00:00ZIn uncertain times, it’s vital to know where you stand with your personal finances. Use our credit tool to gain instant insight for free.
Will COVID-19 Impact Your Credit Scorehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Will COVID-19 Impact Your Credit ScoreWill COVID-19 Impact Your Credit ScoreWill COVID-19 Impact Your Credit Score2020-07-22T22:00:00ZIt’s expected that South Africans’ household debt will rise considerably this year as COVID-19 wreaks havoc on individuals’ finances.
Sanlam Warns Against Sophisticated Scamshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Warns Against Sophisticated ScamsSanlam Warns Against Sophisticated ScamsSanlam Warns Against Sophisticated Scams2020-07-22T22:00:00ZSanlam urges South Africans to be hyperaware and to educate themselves on the latest, sophisticated criminal techniques.

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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