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Sanlam Reports Significant Strategic Progresshttp://www.sanlam.co.za/mediacentre/media-category/investor-relations/Sanlam Reports Significant Strategic ProgressSanlam Reports Significant Strategic ProgressSanlam Reports Significant Strategic Progress2018-12-04T22:00:00ZSanlam announced that it made significant strategic progress in the 10 months to 31 October 2018, while at the same time achieving a satisfactory operational performance.
Play Budget Bingo This Christmashttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Play Budget Bingo This ChristmasPlay Budget Bingo This ChristmasPlay Budget Bingo This Christmas2018-11-27T22:00:00ZAvoid the pitfalls of debt by calling ‘BINGO’ instead. Share the game with your friends and family to see who finds 25 ways to save the fastest.
How to Spend Less and Live More in 2019http://www.sanlam.co.za/mediacentre/media-category/media-releases/How to Spend Less and Live More in 2019How to Spend Less and Live More in 2019Spend Less and Live More2018-11-21T22:00:00ZThe rising cost of living makes it difficult to meet everyday expenses and save for the future. But there are some simple ways to live life to the full, while growing your savings.
2018 - Tough Times and Valuable Lessonshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2018 - Tough Times and Valuable Lessons2018 - Tough Times and Valuable Lessons2018 - Tough Times and Valuable Lessons2018-11-21T22:00:00ZSouth Africa has experienced a year of many changes which has hit our economy hard with the current economic slump, volatile markets and possible credit-rating downgrades.
Saving strategies for volatile timeshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Saving strategies for volatile timesSaving strategies for volatile timesSaving Strategies for Volatile Times2018-11-21T22:00:00ZSouth Africans do not have a strong savings culture, but despite discretionary income being under severe strain during difficult times, there are still way to keep saving for a better future.
Your Legacy Savings Policy Is Recession Proofhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Your Legacy Savings Policy Is Recession ProofYour Legacy Savings Policy Is Recession ProofYour Legacy Savings Policy Is Recession Proof2018-11-21T22:00:00ZIf you have a legacy endowment or retirement annuity with Sanlam, you can have peace of mind that your savings and investments are largely protected against market volatility.

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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