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​The Local Fund Management Industry in Numbershttp://www.sanlam.co.za/mediacentre/media-category/media-releases/​The Local Fund Management Industry in Numbers​The Local Fund Management Industry in NumbersThe Local Fund Management Industry 2018-02-15T22:00:00ZMost public information about unit trust funds is focussed on past returns or potential future returns. Selecting a fund that will perform according to expectations is a very difficult task for the average investor.
Understanding Investment Styles – Part 2http://www.sanlam.co.za/mediacentre/media-category/media-releases/Understanding Investment Styles – Part 2Understanding Investment Styles – Part 2Understanding Investment Styles – Part 22018-02-15T22:00:00Z “A leopard can’t change its spots” is a saying entrenched in the belief that a person’s core character doesn’t change over time. The same cannot be said of the markets.
SA Property Stocks Under Selling Pressurehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/SA Property Stocks Under Selling PressureSA Property Stocks Under Selling PressureSA Property Stocks under Selling Pressure 2018-02-13T22:00:00ZThe Resilient group of companies has had a torrid start to the 2018 calendar year. The recent sell-off has been the result of rumours of a Viceroy research report, which we now know was actually targeted at Capitec.
Ten Ways to Save Tax with a Retirement Annuityhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Ten Ways to Save Tax with a Retirement AnnuityTen Ways to Save Tax with a Retirement AnnuitySave Tax with a Retirement Annuity2018-02-13T22:00:00ZMany people know that contributions to an RA are tax-deductible up to a certain maximum, but few realise that an RA can provide them with an opportunity to save on tax.
Five Steps to Prepare for Life’s Surpriseshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Five Steps to Prepare for Life’s SurprisesFive Steps to Prepare for Life’s SurprisesFive Steps to Prepare for Life’s Surprises2018-01-31T22:00:00ZThe ‘Life Surprises’ survey was conducted by Sanlam a while ago, and showed that, financial events such as loss of savings, a business closure or a retrenchment tend to have the greatest impact on our lives.
The Hidden Cost of Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Hidden Cost of CancerThe Hidden Cost of CancerThe Hidden Cost of Cancer2018-01-31T22:00:00ZWith 1 in 4 South Africans affected by cancer, it is clear that the prevalence of cancer is increasing.

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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