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Financial Planning

It is crucial to get professional help if you want to achieve your financial goals. If you’ve called on the help of professionals to give you medical advice and legal advice, you’ll know that there’s nothing like professional training in a specialised field to set you on the right path. Similarly, a professionally qualified financial planner is essential to help guide your important financial decisions.

For Individuals

Insurance and trauma protection
  • Personal Insurance
  • Life Insurance
  • Critical Illness
  • Disability Cover
  • Trauma Protection
  • Income Protection
  • Bond Assurance
Short-term Insurance
  • Household Insurance
  • Car Insurance
  • Property Insurance
  • Travel Insurance
  • Emergency Transport
Retirement Planning and Pension Fund Benefits
  • Retirement Annuities
  • Living Annuities
  • Provident Fund
  • Pension Fund
  • Unit Trusts
  • Shares
  • International Investments
Estate Planning
  • Family Trusts
  • Deceased Estate Administration
Medical Aid
Home Loans
Bond Analysis
Tax and Accounting Advice
Legal Advice

For Businesses

  • Unit Trusts
  • Shares
  • International Investments
Business Insurance
  • Key Person Insurance
  • Term Cover
Estate Planning
  • Business Trusts
Employee Benefits
Short-term Insurance
Tax and Accounting Advice
Legal Advice

Contact Us

Sanlam Life Insurance is a licensed financial service provider.
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