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It Pays to Be Positivehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/It Pays to Be PositiveIt Pays to Be PositiveIt Pays to Be Positive2020-10-21T22:00:00ZStudies have shown that a positive outlook is not just good for your mental, emotional and physical health, but your financial health too.
Lifeline for the Class of 2020http://www.sanlam.co.za/mediacentre/media-category/media-releases/Lifeline for the Class of 2020Lifeline for the Class of 2020Lifeline for the Class of 20202020-10-14T22:00:00Z#SavingTheClassOf2020 is a national initiative that acts as a lifeline for matriculants whose academic year has been disrupted by COVID-19.
Making a Big Career Move During the Pandemic?http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Making a Big Career Move During the Pandemic?Making a Big Career Move During the Pandemic?Making a Big Career Move During the Pandemic2020-10-12T22:00:00ZIt is important to have the guidance and holistic advice of your financial planner to ensure the next step in your career is the right one.
Cashing In Your Pension Fundhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Cashing In Your Pension FundCashing In Your Pension FundCashing In Your Pension Fund2020-10-04T22:00:00ZLosing your income may have been out of your control, but the next steps you take are, and they could dictate your future financial health.
Over R162 Million Paid for COVID-19 Claimshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Over R162 Million Paid for COVID-19 ClaimsOver R162 Million Paid for COVID-19 ClaimsOver R162 Million Paid for COVID-19 Claims2020-09-28T22:00:00ZFrom March to August 2020, Sanlam paid over R162 million for COVID-19 claims. Marx says that this reflects the acceleration of the pandemic.
Start Paying Bills to Yourselfhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Start Paying Bills to YourselfStart Paying Bills to YourselfStart Paying Bills to Yourself2020-09-27T22:00:00ZYour future is just as important as your current bills, which is why you should set money aside for savings or debt as soon as you get paid.

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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