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SA Farmers and Future Financial Growthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/SA Farmers and Future Financial GrowthSA Farmers and Future Financial GrowthSA Farmers and Future Financial Growth2024-05-21T22:00:00ZGert Bezuidenhout says financial literacy and planning are vital for farmers to achieve growth, and cultivate long-term prosperity.
Strong Performance in First Quarter of 2024http://www.sanlam.co.za/mediacentre/media-category/media-releases/Strong Performance in First Quarter of 2024Strong Performance in First Quarter of 2024Strong Performance in First Quarter of 20242024-05-15T22:00:00ZSanlam announced its operational update for the three-months period ending 31 March 2024, maintaining a strong performance across the Group.
What Motherhood Taught Me About Moneyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What Motherhood Taught Me About MoneyWhat Motherhood Taught Me About MoneyWhat Motherhood Taught Me About Money2024-05-14T22:00:00ZLee Hancox, Head of Channel and Segment Marketing at Sanlam, shares some of the money lessons she’s learned from motherhood.
Babies on the Brain After Baby Boom Monthhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Babies on the Brain After Baby Boom MonthBabies on the Brain After Baby Boom MonthBabies on the Brain After Baby Boom Month2024-04-23T22:00:00ZWith SA having a collective ‘baby brain’, we share some of the top financial considerations to factor in pre-, during-, and post-pregnancy.
Unused Office Furniture Becomes Bespoke Arthttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Unused Office Furniture Becomes Bespoke ArtUnused Office Furniture Becomes Bespoke ArtUnused Office Furniture Becomes Bespoke Art2024-04-22T22:00:00ZUPCYCLE reimagines the future world of work through circular design, which sees local artists transform discarded office furniture into art.
Parks and Job Creationhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Parks and Job CreationParks and Job CreationParks and Job Creation2024-04-11T22:00:00ZSanlam and SANParks joined forces to launch their Kruger National Park-focused R10 million SMME funding and support programme.

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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