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Skin-smart Habits To Reduce Skin Cancer Riskhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Skin-smart Habits To Reduce Skin Cancer RiskSkin-smart Habits To Reduce Skin Cancer RiskSkin-smart Habits To Reduce Skin Cancer Risk2021-01-19T22:00:00ZSkin Cancer Awareness Months take place from 1 December to 31 January and highlights ways to reduce the risk of developing skin cancer.
Black Tax and Uplifting Future Generationshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Black Tax and Uplifting Future GenerationsBlack Tax and Uplifting Future GenerationsBlack Tax and Uplifting Future Generations2021-01-07T22:00:00ZWhile Black Tax aims to uplift future generations’ socio-economic status, it can become a vicious cycle if not managed properly.
Financial Training Empowering SA Communitieshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Financial Training Empowering SA CommunitiesFinancial Training Empowering SA CommunitiesFinancial Training Empowering SA Communities2020-12-13T22:00:00ZAppointed by the Sanlam Foundation, Avocado Vision has been providing free financial education in economically marginalised communities.
Financial Literacy from Toddlers to Teenshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Financial Literacy from Toddlers to TeensFinancial Literacy from Toddlers to TeensFinancial Literacy from Toddlers to Teens2020-12-07T22:00:00ZMagosha highlights some age-appropriate money lessons you can teach your children that they can practise throughout their lives.
Maradonas Estate Left With No Willhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Maradonas Estate Left With No WillMaradonas Estate Left With No WillMaradona’s Estate Left With “No Will”2020-12-07T22:00:00ZWhile most of us won’t have a £150 million estate, there are vital lessons to be learnt. Thomson highlights the importance of having a will.
Alzheimer’s Disease vs Your Willhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Alzheimer’s Disease vs Your WillAlzheimer’s Disease vs Your WillAlzheimer’s Disease vs Your Will2020-12-06T22:00:00ZMemory loss associated with dementia and Alzheimer’s could affect the validity of your will. David Thomson sketches a few scenarios.

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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