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Budget Speech Yourselfhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Budget Speech YourselfBudget Speech YourselfBudget Speech Yourself2024-02-20T22:00:00ZThe National Budget Speech is the perfect moment to reflect on your finances and the actions required to give you financial confidence.
Spotting Love’s Financial Warning Signshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Spotting Love’s Financial Warning SignsSpotting Love’s Financial Warning SignsSpotting Love’s Financial Warning Signs2024-02-14T22:00:00ZWe present a guide to ‘relationship financial flags’ to help South Africans navigate love’s complex financial dynamics this Valentine’s Day.
Unlocking Financial Intimacyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Unlocking Financial IntimacyUnlocking Financial IntimacyUnlocking Financial Intimacy2024-02-08T22:00:00ZCouples should share financial intimacy. We unpack several conversation starters to manoeuvre financial conversations with your other half.
The Hidden Health Hazard of Financial Stresshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Hidden Health Hazard of Financial StressThe Hidden Health Hazard of Financial StressThe Hidden Health Hazard of Financial Stress2024-02-06T22:00:00ZBy taking the necessary steps to ensure your physical and financial health, you can lead a more balanced and stress-free life in 2024.
Sanlam Announces Assupol Transactionhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Announces Assupol TransactionSanlam Announces Assupol TransactionSanlam Announces Assupol Transaction2024-02-01T22:00:00ZSanlam today announced a proposed transaction to acquire up to 100% of the issued ordinary shares of Assupol Holdings Limited (Assupol).
Top Employer for the Ninth Consecutive Yearhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Top Employer for the Ninth Consecutive YearTop Employer for the Ninth Consecutive YearTop Employer for the Ninth Consecutive Year2024-01-07T22:00:00ZWe’ve been certified as a Top Employer for the ninth consecutive year by the Top Employers Institute, an authority recognising excellence in people practices.

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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