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Tax-Free Investment Plans Ticking Many Good Investment Boxeshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Tax-Free Investment Plans Ticking Many Good Investment BoxesTax-Free Investment Plans Ticking Many Good Investment BoxesTax-Free Investment Plans2018-09-17T22:00:00ZAs an investor, you have enough reasons to deposit a percentage of your income into a savings plan that yields good returns.
Sleep Well or Eat Wellhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sleep Well or Eat WellSleep Well or Eat WellSleep Well or Eat Well 2018-09-12T22:00:00ZIt’s perfectly natural for clients to feel nervous about their investments, given the low-return environment. However, it is important to not let fear lead clients to making adverse decisions.
AI Flexible Fund of Fundshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/AI Flexible Fund of FundsAI Flexible Fund of FundsAI Flexible Fund of Funds2018-09-12T22:00:00ZGlacier by Sanlam recently launched its first Artificial Intelligence fund. The fund targets CPI plus 5% over rolling three year periods and uses AI to diversify away human manager risk.
Sanlam Delivers Satisfactory Performance in First Half of 2018http://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Delivers Satisfactory Performance in First Half of 2018Sanlam Delivers Satisfactory Performance in First Half of 2018Satisfactory Results in Tough Environment2018-09-05T22:00:00ZSanlam announced satisfactory operational results for the first six months amid challenging conditions. The Group attributed the performance to its well-diversified profile across geographies, market segments and client offerings.
Reversing Childhood Obesity Effectshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Reversing Childhood Obesity EffectsReversing Childhood Obesity EffectsReversing Childhood Obesity Effects2018-09-05T22:00:00ZObesity in young South Africans has doubled in just six years - less than half the time it took to do so in the US.
Try to Understand Millennialshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Try to Understand MillennialsTry to Understand MillennialsTry to Understand Millennials2018-09-05T22:00:00ZFinancial Institutes need to understand millenials’ financial situations in order to provide them with relevant products and solutions.

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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