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Choose the Risk That’s Right for Youhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Choose the Risk That’s Right for YouChoose the Risk That’s Right for YouChoose the Risk That’s Right for You2019-03-14T22:00:00ZMost people, when starting to save for the first time, simply deposit their money with their bank, either in a notice or fixed-term deposit.
B-BBEE Share Issue Finalisedhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/B-BBEE Share Issue FinalisedB-BBEE Share Issue FinalisedB-BBEE Share Issue Finalised2019-03-10T22:00:00ZSanlam has agreed to the pricing of the Broad-based Black Economic Empowerment Transaction, and will now proceed with the issuance of 111 349 000 Sanlam ordinary shares.
Sanlam 2018 Annual Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2018 Annual ResultsSanlam 2018 Annual ResultsSanlam 2018 Annual Results2019-03-06T22:00:00ZSanlam's operational results for the year ended 31 December 2018 are testimony to its resilience amid challenging operating conditions.
Die Verskil tussen Goeie en Slegte Skuldhttp://www.sanlam.co.za/mediacentre/media-category/mediavrystellings/Die Verskil tussen Goeie en Slegte SkuldDie Verskil tussen Goeie en Slegte SkuldGoeie vs. Slegte Skuld2019-03-06T22:00:00ZHoewel dit nooit wys is om skuld aan te gaan as jy nie die terugbetalings kan bekostig nie, kan sekere tipes skuld eintlik finansieel voordelig wees oor die lang termyn.
My Grootste Spyt Oor Geldhttp://www.sanlam.co.za/mediacentre/media-category/mediavrystellings/My Grootste Spyt Oor GeldMy Grootste Spyt Oor GeldMy Grootste Spyt Oor Geld2019-03-06T22:00:00ZGestel jy kon sien hoe jou toekoms lyk en enige geldfoute van die toekomstige jy verhoed. In hierdie artikel deel 60- en 70-plussers hul lewenslesse met jou, sodat jy nou oordeelkundige finansiële besluite kan neem.
Ongeskiktheid Wat Gebeur as Ek nie kan Werk niehttp://www.sanlam.co.za/mediacentre/media-category/mediavrystellings/Ongeskiktheid Wat Gebeur as Ek nie kan Werk nieOngeskiktheid Wat Gebeur as Ek nie kan Werk nieImpak van Ongeskiktheid2019-03-06T22:00:00ZJy kan nie die toekoms voorspel nie, maar jy kan daarvoor beplan. Ons gesels met Petrie Marx oor hoe belangrik dit is om ongeskiktheidsversekering te hê.

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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