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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. Implementation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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Key Takeaways From the 2024 National Budgethttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Key Takeaways From the 2024 National BudgetKey Takeaways From the 2024 National BudgetKey Takeaways From the 2024 National Budget2024-02-20T22:00:00ZSanlam Corporate shares key takeaways from Finance Minister, Enoch Godongwana’s 2024 National Budget Speech which took place on 21 February.
Budget 2024 – Treasury Hits Taxpayershttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Budget 2024 – Treasury Hits TaxpayersBudget 2024 – Treasury Hits TaxpayersBudget 2024 – Treasury Hits Taxpayers2024-02-20T22:00:00ZGovernment’s debt pressures have resulted in revenue-raising measures aimed mainly at personal income taxpayers over the next three years.
Budget Speech Yourselfhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Budget Speech YourselfBudget Speech YourselfBudget Speech Yourself2024-02-20T22:00:00ZThe National Budget Speech is the perfect moment to reflect on your finances and the actions required to give you financial confidence.
Look in the Mirror and Budget Speech Yourselfhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Look in the Mirror and Budget Speech YourselfLook in the Mirror and Budget Speech YourselfLook in the Mirror and Budget Speech Yourself2024-02-20T22:00:00ZFarzana Botha encourages people to see the National Budget Speech as an opportunity to have frank finance conversations with themselves.
Spotting Love’s Financial Warning Signshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Spotting Love’s Financial Warning SignsSpotting Love’s Financial Warning SignsSpotting Love’s Financial Warning Signs2024-02-14T22:00:00ZWe present a guide to ‘relationship financial flags’ to help South Africans navigate love’s complex financial dynamics this Valentine’s Day.
Unlocking Financial Intimacyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Unlocking Financial IntimacyUnlocking Financial IntimacyUnlocking Financial Intimacy2024-02-08T22:00:00ZCouples should share financial intimacy. We unpack several conversation starters to manoeuvre financial conversations with your other half.

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