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Only growth can balance the books growth can balance the booksOnly growth can balance the booksOnly Growth Can Balance the Books2017-02-16T22:00:00ZInvestment economist Arthur Kamp provides an in-depth analysis of the current state of affairs, in preparation of Minister Pravin Gordhan’s 2017 National Budget Speech.
Economic Report - January 2017 Report - January 2017Economic Report - January 2017Economic Report: January 20172017-02-14T22:00:00Z2016 is a year that will be remembered for low probability events occurring with high frequency, such as Brexit, Trump and Renzi. Although locally, December saw markets end the year on a positive note.
Times They Are A-Changin They Are A-ChanginTimes They Are A-ChanginTimes They Are A-Changin2017-02-12T22:00:00ZVeranderinge in die wêreldse ekonomie word gekenmerk deur die uitbreek van die internasionale finansiële krisis in 2007/2008. Die nuwe dimensies van hierdie verandering kom steeds na vore. Hoe kan Suid-Afrika reageer op hierdie nuwe omgewing?
The Times They Are A-Changin Times They Are A-ChanginThe Times They Are A-ChanginThe Times They Are A-Changin2017-02-12T22:00:00ZChanges in the global economic climate has been marred by the outbreak of the international financial crisis in 2007/2008 which continues to take on new dimensions. How can SA respond to the evolving environment?
When to take out a personal loan to take out a personal loanWhen to take out a personal loanWhen to Take out a Personal Loan2017-02-05T22:00:00ZLife happens and when it does, it usually catches us off guard. There are times when it is a good idea to take out a personal loan, but how do you decide if credit is truly a sensible option?
Short-term Pain vs Longer-term Gains Pain vs Longer-term GainsShort-term Pain vs Longer-term GainsShort-term Pain vs Longer-term Gains2017-01-31T22:00:00ZMyopic loss aversion combines a number of biases such as framing, mental accounting and loss-aversion. Research and Investment Analyst Francis Marais delves deeper into the subject.

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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