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What’s Keeping SA Women Up at Nighthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What’s Keeping SA Women Up at NightWhat’s Keeping SA Women Up at NightWhat’s Keeping SA Women Up at Night2020-09-13T22:00:00ZFinancial stress leads to sleepless nights for many South African women, but there’s an opportunity to seek professional financial advice.
Cover You Actually Need in Uncertain Timeshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Cover You Actually Need in Uncertain TimesCover You Actually Need in Uncertain TimesCover You Actually Need in Uncertain Times2020-09-10T22:00:00ZDuring tough times it may be tempting to cut your insurance, but there are some policies you should keep to cover yourself in the long run.
Sanlam 2020 Interim Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2020 Interim ResultsSanlam 2020 Interim ResultsSanlam 2020 Interim Results2020-09-09T22:00:00ZOur 2020 interim results show a resilient underlying operational performance and healthy solvency position even amid the COVID-19 pandemic.
Maintain Healthy Relationships in Lockdownhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Maintain Healthy Relationships in LockdownMaintain Healthy Relationships in LockdownMaintain Healthy Relationships in Lockdown2020-09-07T22:00:00ZFinding the right balance between connection and maintaining healthy boundaries is essential for a relationship during lockdown.
Managing Your Child’s Anxiety During COVID-19http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Managing Your Child’s Anxiety During COVID-19Managing Your Child’s Anxiety During COVID-19Managing Your Child’s Anxiety During COVID-192020-09-07T22:00:00ZChildren won’t fully understand what they are seeing and hearing about the COVID-19 pandemic. Here’s how you can ease your child’s anxiety.
COVID-19, Stress and Depressionhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/COVID-19, Stress and DepressionCOVID-19, Stress and DepressionCOVID-19, Stress and Depression2020-08-26T22:00:00ZCOVID-19 has left many feeling uncertain about the future. In these circumstances, you may be feeling more anxious or stressed than usual.

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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