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2021 Budget – The Outcomehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2021 Budget – The Outcome2021 Budget – The Outcome2021 Budget – The Outcome2021-02-24T22:00:00ZTo support the economy, in the context of relatively high income tax rates, Government will not introduce measures to increase tax revenue.
Budget 2021 – Some Sunlight Beyond the Cloudshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Budget 2021 – Some Sunlight Beyond the CloudsBudget 2021 – Some Sunlight Beyond the CloudsBudget 2021 – Some Sunlight Beyond the Clouds2021-02-24T22:00:00ZWe need to adopt a zero-based budgeting approach that takes tax relief into account, along with increased excise duties and fuel levies.
It’s a Battle to Stabilise Debthttp://www.sanlam.co.za/mediacentre/media-category/media-releases/It’s a Battle to Stabilise DebtIt’s a Battle to Stabilise DebtIt’s a Battle to Stabilise Debt2021-02-24T22:00:00ZWith regards to Budget 2021; Treasury shows the right intent and strategy. But, the debt ratio continues to increase over the medium term.
An Overview of the 2021 National Budgethttp://www.sanlam.co.za/mediacentre/media-category/media-releases/An Overview of the 2021 National BudgetAn Overview of the 2021 National BudgetAn Overview of the 2021 National Budget2021-02-24T22:00:00ZThe 2021 Budget is centred on getting South Africa’s fiscal house in order to help support our Economic Reconstruction and Recovery Plan.
New Retirement Funds Legislationhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/New Retirement Funds LegislationNew Retirement Funds LegislationNew Retirement Funds Legislation2021-02-21T22:00:00ZOn 1 March 2021, the latest Taxation Laws Amendment Bill will come into effect. We will need to adapt and evolve following these changes.
Commandments for Getting Hitched (or Ditched)http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Commandments for Getting Hitched (or Ditched)Commandments for Getting Hitched (or Ditched)Commandments for Getting Hitched (or Ditched)2021-02-15T22:00:00ZFinancial introspection is possibly the best thing you can do before making any kind of big life decision like getting married or divorced.

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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