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Reconciling the National Budget with Your Ownhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Reconciling the National Budget with Your OwnReconciling the National Budget with Your OwnReconciling the National Budget with Your Own2019-02-18T22:00:00ZAnticipated news in the 2019 Budget on some relief and planned expenditure to incentivise the creation of new businesses and jobs could offer us a glimmer of hope, but a bit of the work will be our own.
Sanlam Survey - ‘Second career’ a reality for many retirees http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Sanlam Survey - ‘Second career’ a reality for many retireesSanlam Survey - ‘Second career’ a reality for many retirees ‘Second career’ a Reality for Many Retirees2019-02-11T22:00:00ZMost South Africans are financially not ready to leave the world of work at the traditional retirement age of 60 or 65, and many embark on a ‘second career’, the 2014 Sanlam BENCHMARK Survey has found.
Combatting the Risks of a Climate-Caused Pandemichttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Combatting the Risks of a Climate-Caused PandemicCombatting the Risks of a Climate-Caused PandemicCombatting the Risks of a Climate Pandemic2019-02-06T22:00:00ZIf it felt like you caught the flu more severely last year than you usually do, you might be right. Arizona State University found a link between climate change and severe flu seasons.
7 Bad Money Habits Your Kids May Be Learning From Youhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/7 Bad Money Habits Your Kids May Be Learning From You7 Bad Money Habits Your Kids May Be Learning From You7 Bad Money Habits Your Kids May Be Learning2019-01-27T22:00:00ZMost people want their children to grow up with good financial habits. Are you inadvertently contradicting your well-intentioned advice to them by setting a bad example?
What Type of Cover Do You Needhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What Type of Cover Do You NeedWhat Type of Cover Do You NeedWhat Type of Cover Do You Need2019-01-20T22:00:00ZWhile each person is different, there is a ‘framework’ for the kinds of cover you need at various stages in your life depends on your circumstances.
Sanlam Appoints Executive for Brandhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Appoints Executive for BrandSanlam Appoints Executive for BrandSanlam Appoints Executive for Brand2019-01-14T22:00:00ZSanlam is pleased to announce that the Group has appointed Mr Sydney Mbhele as Chief Executive: Brand. His portfolio will include the Group’s brand, communications and sustainability functions as well as the Sanlam Foundation.

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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