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2018 Sanlam Financial Journalist of the Yearhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2018 Sanlam Financial Journalist of the Year2018 Sanlam Financial Journalist of the Year2018 Sanlam Financial Journalist of the Year2019-06-19T22:00:00ZMail editor, Mr Rob Rose won the Sanlam Financial Journalist of the Year award. Rose impressed judges with his compelling narrative style, and his ability to see through the fog of corporate miscreants and illuminate the objective facts.
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 Smart2019-06-18T22:00:00ZBy equipping girls with the knowledge to make smarter financial, they may be better able to protect their income, grow their wealth, and avoid or manage debt later in life.
The Must-Have Holiday Checklisthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Must-Have Holiday ChecklistThe Must-Have Holiday ChecklistThe Must-Have Holiday Checklist2019-06-11T22:00:00ZThe holidays present a well-deserved break and can’t come soon enough, but we’d be ignoring the risks of hitting the road at our peril.
Sanlam wins Corporate Reporting prize awarded by Investment Analyst's Society of Southern Africahttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam wins Corporate Reporting prize awarded by Investment Analyst's Society of Southern AfricaSanlam wins Corporate Reporting prize awarded by Investment Analyst's Society of Southern AfricaSanlam wins IAS award2019-06-11T22:00:00ZSanlam has won the award for Corporate Reporting: Financial Insurance Sector, for the 2018 financial year.
Find the Financial Planner to Match Youhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Find the Financial Planner to Match YouFind the Financial Planner to Match YouFind the Financial Planner to Match You2019-06-09T22:00:00ZPicking a financial planner is a similar process to hunting for the ‘one’ who ‘gets’ you and your financial requirements.
Die Sanlam Stigting Help om SA se Geletterdheidskrisis aan te Pakhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Die Sanlam Stigting Help om SA se Geletterdheidskrisis aan te PakDie Sanlam Stigting Help om SA se Geletterdheidskrisis aan te PakSanlam Pak Geletterdheidskrisis aan2019-06-09T22:00:00ZDie Sanlam Stigting het ’n vennootskap met die Click Foundation aangegaan om aanlyn, eie-tempo Engelse geletterdheidsprogramme in minderbevoorregte laerskole in werking te stel.

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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