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SA Property Stocks Under Selling Pressurehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/SA Property Stocks Under Selling PressureSA Property Stocks Under Selling PressureSA Property Stocks under Selling Pressure 2018-02-13T22:00:00ZThe Resilient group of companies has had a torrid start to the 2018 calendar year. The recent sell-off has been the result of rumours of a Viceroy research report, which we now know was actually targeted at Capitec.
Ten Ways to Save Tax with a Retirement Annuityhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Ten Ways to Save Tax with a Retirement AnnuityTen Ways to Save Tax with a Retirement AnnuitySave Tax with a Retirement Annuity2018-02-13T22:00:00ZMany people know that contributions to an RA are tax-deductible up to a certain maximum, but few realise that an RA can provide them with an opportunity to save on tax.
Five Steps to Prepare for Life’s Surpriseshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Five Steps to Prepare for Life’s SurprisesFive Steps to Prepare for Life’s SurprisesFive Steps to Prepare for Life’s Surprises2018-01-31T22:00:00ZThe ‘Life Surprises’ survey was conducted by Sanlam a while ago, and showed that, financial events such as loss of savings, a business closure or a retrenchment tend to have the greatest impact on our lives.
The Hidden Cost of Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Hidden Cost of CancerThe Hidden Cost of CancerThe Hidden Cost of Cancer2018-01-31T22:00:00ZWith 1 in 4 South Africans affected by cancer, it is clear that the prevalence of cancer is increasing.
Where There Is No Will, There Is No Wayhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Where There Is No Will, There Is No WayWhere There Is No Will, There Is No WayWhere There Is No Will, There Is No Way2018-01-31T22:00:00ZDeath in a family can be made more traumatic when the deceased person does not leave a will.
How to Maximise Your Tax Benefits Before the End of the Tax Yearhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/How to Maximise Your Tax Benefits Before the End of the Tax YearHow to Maximise Your Tax Benefits Before the End of the Tax YearHow to Maximise Your Tax Benefits2018-01-31T22:00:00ZThe end of the tax year is around the corner and what better way to take advantage of tax concessions than by boosting your savings before 28 February. Andre Wentzel provides more info.

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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