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Financial Planning in the New Yearhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Financial Planning in the New YearFinancial Planning in the New YearFinancial Planning in the New Year2022-01-02T22:00:00ZNow is the perfect time to reflect on the year that was and set financial goals for 2022. Lee Hancox shares tips for your personal finances.
Protecting Your Child Against Skin Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Protecting Your Child Against Skin CancerProtecting Your Child Against Skin CancerProtecting Your Child Against Skin Cancer2022-01-02T22:00:00ZSkin cancer is the most common cancer globally and is mostly found in adults, but much of the damage is done in our younger years.
Entries for 2021 Financial Journalism Awardshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Entries for 2021 Financial Journalism AwardsEntries for 2021 Financial Journalism AwardsEntries for 2021 Financial Journalism Awards2021-12-14T22:00:00ZSanlam announced entries have opened for the 2021 Sanlam Awards for Excellence in Financial Journalism.
Avoid Being Swindled This Festive Seasonhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Avoid Being Swindled This Festive SeasonAvoid Being Swindled This Festive SeasonAvoid Being Swindled This Festive Season2021-12-14T22:00:00ZA study by TransUnion shows that 37% of South African consumers were recently targeted by COVID-19-related digital fraud.
Five Tips for Avoiding Financial Sabotagehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Five Tips for Avoiding Financial SabotageFive Tips for Avoiding Financial SabotageFive Tips for Avoiding Financial Sabotage2021-12-13T22:00:00ZFinancial self-sabotage comes in many shapes and forms. Lee Hancox shares five useful tips to help you steer clear of financial sabotage.
Preparing Financially for Your Child’s Birthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Preparing Financially for Your Child’s BirthPreparing Financially for Your Child’s BirthPreparing Financially for Your Child’s Birth2021-12-08T22:00:00ZThe arrival of your first child is an exciting time in your life. But it is vital that you spend time getting prepared financially.

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. Implementation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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