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Fighting Medical Fraud in South Africahttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Fighting Medical Fraud in South AfricaFighting Medical Fraud in South AfricaFighting Medical Fraud in South Africa2018-11-11T22:00:00Z11 to 17 November is Fraud Awareness Week and one of the most pervasive types of fraud in South Africa is medical fraud.
Holiday Tips for Diabeticshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Holiday Tips for DiabeticsHoliday Tips for DiabeticsHoliday Tips for Diabetics2018-11-05T22:00:00ZThe festive season can be a tough time for the 1.8 million South Africans who are affected by Diabetes Mellitus.
Sanlam Strengthens SA Operationshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Strengthens SA OperationsSanlam Strengthens SA OperationsSanlam Strengthens SA Operations2018-10-30T22:00:00ZSanlam is planning transactions to enhance its economic empowerment credentials and build on its partnership with Ubuntu-Botho (UB), in an effort to position itself for growth.
SA Recession and the Impact on Consumershttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/SA Recession and the Impact on ConsumersSA Recession and the Impact on ConsumersSA Recession and the Impact on Consumers2018-10-29T22:00:00ZFrom a South African perspective, our economy has not escaped rising global and market concerns.
How to Support a Loved One with Breast Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/How to Support a Loved One with Breast CancerHow to Support a Loved One with Breast CancerHow to Support a Loved One with Breast Cancer2018-10-17T22:00:00ZWith about 19.4 million South African women aged 15 and up at risk of breast cancer, it’s important to note all the implications of the illness, including hidden costs.
All Systems Go for SAHAM Acquisitionhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/All Systems Go for SAHAM AcquisitionAll Systems Go for SAHAM AcquisitionAll Systems Go for SAHAM Acquisition2018-10-10T22:00:00ZSanlam and Santam have announced the fulfillment of all conditions for the acquisition of the remaining 53.37% of Morocco-based SAHAM Finances, effective 11 October, after regulators in various jurisdictions approved the deal.

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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