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Getting Into the ‘Let It Go’ Mindsethttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Getting Into the ‘Let It Go’ MindsetGetting Into the ‘Let It Go’ MindsetGetting Into the ‘Let It Go’ Mindset2023-11-26T22:00:00ZNdimande urges South Africans to keep their credit score top of mind and stick to an ‘if I can’t afford it, it’s not my bargain’ mindset.
Sanlam Continues to Perform Wellhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Continues to Perform WellSanlam Continues to Perform WellSanlam Continues To Perform Well2023-11-16T22:00:00ZSanlam announced its operational update for the nine-months ended 30 September 2023, maintaining positive momentum across all businesses.
How To Avoid A Nervous Breakdownhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/How To Avoid A Nervous BreakdownHow To Avoid A Nervous BreakdownHow To Avoid A Nervous Breakdown2023-11-14T22:00:00ZAlong with warmer weather, longer days, and the last push until the December holidays, we’re all feeling over-extended right now.
Mitigating Financial Challenges Facing Womenhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Mitigating Financial Challenges Facing WomenMitigating Financial Challenges Facing WomenMitigating Financial Challenges Facing Women2023-11-14T22:00:00ZWomen are the heart and soul of our families and communities. We want to ensure that they have the protection they need to live confidently.
When It’s Time for the Fledgling to Flyhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/When It’s Time for the Fledgling to FlyWhen It’s Time for the Fledgling to FlyWhen It’s Time for the Fledgling to Fly2023-11-14T22:00:00ZEvery day presents an opportunity to instil positive financial habits. Have tough chats and set your children up for financial confidence.
Debunking Prostate Cancer Mythshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Debunking Prostate Cancer MythsDebunking Prostate Cancer MythsDebunking Prostate Cancer Myths2023-11-12T22:00:00Z

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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