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Breakthrough HIV Vaccine Innovationhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Breakthrough HIV Vaccine InnovationBreakthrough HIV Vaccine InnovationBreakthrough HIV Vaccine Innovation2024-11-28T22:00:00ZSouth Africa is on the brink of transformative progress in managing HIV.
Burnout and Black Fridayhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Burnout and Black FridayBurnout and Black FridayBurnout and Black Friday2024-11-28T22:00:00ZAs year-end approaches, burnout starts to creep in for many South Africans, often coinciding with the allure of Black Friday.
Don’t Let Black Friday Take You into the Redhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Don’t Let Black Friday Take You into the RedDon’t Let Black Friday Take You into the RedDon’t Let Black Friday Take You into the Red2024-11-28T22:00:00ZThis Black Friday, resist the urge to "spave" – spending to save on deals you might not need.
Breakthrough HIV Vaccine Innovationhttp://www.sanlam.com/productcatalog/Pages/breakthrough-HIV-vaccine-innovation.aspxBreakthrough HIV Vaccine InnovationBreakthrough HIV Vaccine Innovation2024-11-28T22:00:00ZSouth Africa is on the brink of transformative progress in managing HIV.
Burnout and Black Fridayhttp://www.sanlam.com/productcatalog/Pages/burnout-and-black-friday.aspxBurnout and Black FridayBurnout and Black Friday2024-11-28T22:00:00ZAs year-end approaches, burnout starts to creep in for many South Africans, often coinciding with the allure of Black Friday.
Don’t Let Black Friday Take You into the Redhttp://www.sanlam.com/productcatalog/Pages/dont-let-black-friday-take-you-into-the-red.aspxDon’t Let Black Friday Take You into the RedDon’t Let Black Friday Take You into the Red2024-11-28T22:00:00ZThis Black Friday, resist the urge to "spave" – spending to save on deals you might not need.

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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