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Estate Planning for I Do or I Don’thttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Estate Planning for I Do or I Don’tEstate Planning for I Do or I Don’tEstate Planning for I Do or I Don’t2024-06-11T22:00:00ZEstate planning and keeping your will updated are pivotal in every life stage, whether you’re embarking on a new journey – or ending one.
Sanlam Claim Statistics For 2023http://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Claim Statistics For 2023Sanlam Claim Statistics For 2023Sanlam Claim Statistics For 20232024-06-11T22:00:00ZSanlam released its claim statistics for 2023, showing its unwavering commitment to paying on its promise.
Hang Up Your Financial Superhero Capehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Hang Up Your Financial Superhero CapeHang Up Your Financial Superhero CapeHang Up Your Financial Superhero Cape2024-05-29T22:00:00ZDriven by self-reliance and perfectionism, more individuals are managing their own finances, believing they can do everything themselves.
Vaping Is a Threat to Young People's Healthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Vaping Is a Threat to Young People's HealthVaping Is a Threat to Young People's HealthVaping Is a Threat to Young People's Health2024-05-29T22:00:00ZVaping is a threat to the health and wellbeing of the youth, acting as a gateway to nicotine addiction and, possibly, more risky substances.
SA Farmers and Future Financial Growthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/SA Farmers and Future Financial GrowthSA Farmers and Future Financial GrowthSA Farmers and Future Financial Growth2024-05-21T22:00:00ZGert Bezuidenhout says financial literacy and planning are vital for farmers to achieve growth, and cultivate long-term prosperity.
Strong Performance in First Quarter of 2024http://www.sanlam.co.za/mediacentre/media-category/media-releases/Strong Performance in First Quarter of 2024Strong Performance in First Quarter of 2024Strong Performance in First Quarter of 20242024-05-15T22:00:00ZSanlam announced its operational update for the three-months period ending 31 March 2024, maintaining a strong performance across the Group.

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. Implementation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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