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Disposal of Enterprise Group Investmentshttp://www.sanlam.co.za/mediacentre/media-category/sens-releases/Disposal of Enterprise Group InvestmentsDisposal of Enterprise Group InvestmentsDisposal of Enterprise Group Investments2017-06-22T22:00:00ZThe board of directors of Sanlam hereby announces that Sanlam Emerging Markets Proprietary Limited (“SEM”) has entered into agreements on 22 June 2017 with Black Star Holdings Limited.
Sanlam wins FIA Product Supplierhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam wins FIA Product SupplierSanlam wins FIA Product SupplierSanlam wins FIA Product Supplier2017-06-14T22:00:00ZSanlam has been named the 2017 Financial Intermediaries Association of Southern Africa’s (FIA) Employee Benefits Product Supplier of the Year – for consistent delivery of exceptional value to clients.
Operational Update for the First Four Months 2017http://www.sanlam.co.za/mediacentre/media-category/sens-releases/Operational Update for the First Four Months 2017Operational Update for the First Four Months 2017Operational Update - June 20172017-06-06T22:00:00ZThe Group maintained a resilient operational performance for the first four months of the 2017 financial year. The key trends emerging during the 2016 financial year persisted into 2017.
Sanlam Reports Satisfactory 4-month Performancehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Reports Satisfactory 4-month PerformanceSanlam Reports Satisfactory 4-month PerformanceSanlam Reports Satisfactory 4-month Results2017-06-06T22:00:00ZThe Sanlam Group has reported a satisfactory performance for the first four months of the 2017 financial year.
Economic Report - May 2017http://www.sanlam.co.za/mediacentre/media-category/economic-commentary/Economic Report - May 2017Economic Report - May 2017Economic Report: May 20172017-06-05T22:00:00ZGlobal equities advanced in US dollar terms in April with global bonds virtually matching their equity counterpart’s return. In ZAR, both global bonds and global equities were positive, but slightly weaker.
What to Do About Loans to Trustshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What to Do About Loans to TrustsWhat to Do About Loans to TrustsWhat to Do About Loans to Trusts2017-06-05T22:00:00ZLenders will have to charge interest on loans made to trusts or pay a donation tax.

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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