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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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Legacies of Lovehttp://www.sanlam.com/productcatalog/Pages/legacies-of-love.aspxLegacies of LoveLegacies of Love2025-01-28T22:00:00ZMany may not realise that their debt will not disappear when they pass on but will be transferred to their next of kin.
Legacies of Lovehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Legacies of LoveLegacies of LoveLegacies of Love2025-01-28T22:00:00ZMany may not realise that their debt will not disappear when they pass on but will be transferred to their next of kin.
Financial Journalist of the Year Entries Openhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Financial Journalist of the Year Entries OpenFinancial Journalist of the Year Entries OpenFinancial Journalist of the Year Entries Open2025-01-15T22:00:00ZEntries for 2024-2025’s Sanlam Group Awards for Excellence in Financial Journalism are open, marking 50 years since the competition started.
Financial Journalist of the Year Entries Openhttp://www.sanlam.com/productcatalog/Pages/financial-journalist-of-the-year-entries-open.aspxFinancial Journalist of the Year Entries OpenFinancial Journalist of the Year Entries Open2025-01-15T22:00:00ZEntries for 2024-2025’s Sanlam Group Awards for Excellence in Financial Journalism are open, marking 50 years since the competition started.
Top Employer for the Tenth Year Runninghttp://www.sanlam.com/productcatalog/Pages/top-employer-for-the-tenth-year-running.aspxTop Employer for the Tenth Year RunningTop Employer for the Tenth Year Running2025-01-15T22:00:00ZSanlam has been ranked the 10th Top Employer in South Africa for 2025, based on the Top Employers Institute's global ranking methodology.
Top Employer for the Tenth Year Runninghttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Top Employer for the Tenth Year RunningTop Employer for the Tenth Year RunningTop Employer for the Tenth Year Running2025-01-15T22:00:00ZSanlam has been ranked the 10th Top Employer in South Africa for 2025, based on the Top Employers Institute's global ranking methodology.

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