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Market Update - March 2017 Update - March 2017Market Update - March 2017Market Update: March 20172017-04-19T22:00:00ZStatistics SA reported that the local economy had contracted by 0.3% in the fourth quarter of 2016.
Customary Marriage - What You Need to Know Marriage - What You Need to KnowCustomary Marriage - What You Need to KnowCustomary Marriage: What You Need to Know2017-04-12T22:00:00ZYou can now choose whether you want to get married in either a civil union or a customary marriage. However, if you choose to enter into a customary marriage, there are a few things you need to know.
Credit Rating Action by Standard and Poor's Rating Action by Standard and Poor'sCredit Rating Action by Standard and Poor'sCredit Rating Action by Standard and Poor’s2017-04-10T22:00:00ZStandard and Poor’s (S&P) has on 7 April 2017 downgraded the ratings of a number of South Africa-based Insurers and Reinsurers following similar action on the South African Sovereign.
Has the Post Downgrade Sell-Off Stabilised the Post Downgrade Sell-Off StabilisedHas the Post Downgrade Sell-Off StabilisedHas the Post Downgrade Sell-Off Stabilised2017-04-04T22:00:00ZThe downgrade by Standard & Poor’s of SA’s local-currency debt to one notch above junk and its minority foreign-currency debt to junk status has long been anticipated by markets.
Newly Appointed Independent Non-Executive Director Appointed Independent Non-Executive DirectorNewly Appointed Independent Non-Executive DirectorIndependent Non-Executive Director Appointed2017-04-02T22:00:00ZMr Paul Hanratty has been appointed as an independent non-executive director to the Board of Directors of Sanlam Limited, Sanlam Life Insurance Limited as well as to the Audit and Risk Committee.
Economic Report - March 2017 Report - March 2017Economic Report - March 2017Economic Report: March 20172017-04-02T22:00:00ZFebruary kicked off with three central bank meetings, continuing a slightly more hawkish tone with regards to monetary policy. Both offshore equities and bonds rose in USD, and equities continued to benefit.

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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