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Take Control of Your Financeshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Take Control of Your FinancesTake Control of Your FinancesTake Control of Your Finances2020-02-04T22:00:00ZWith the help of a financial adviser, you will be able to confidently manage your finances and stay on track to reach your financial goals.
Overstretched Budget Nail Your 2020 Financeshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Overstretched Budget Nail Your 2020 FinancesOverstretched Budget Nail Your 2020 FinancesOverstretched Budget Nail Your 2020 Finances2020-01-28T22:00:00Z‘Sandwichers’ take care of their own children and other family members, which can be difficult to manage. Jacobs shares some useful tips.
2019 Financial Journalism Awards Entries Openhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2019 Financial Journalism Awards Entries Open2019 Financial Journalism Awards Entries Open2019 Financial Journalism Awards Entries Open2019-12-18T22:00:00ZEntries for the 2019 Sanlam Financial Journalism Awards are open. With these awards, we honour commendable financial journalists in Africa.
Keep Little Ones Safe during Injury Seasonhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Keep Little Ones Safe during Injury SeasonKeep Little Ones Safe during Injury SeasonKeep Little Ones Safe during Injury Season2019-12-16T22:00:00ZThe most common claims Sanlam receives for its Child Illness and Injury Benefit over the holidays are for near-drownings, vehicle crashes and major burns.
Sanlam 10-month Operational Updatehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 10-month Operational UpdateSanlam 10-month Operational UpdateSanlam 10-month Operational Update2019-12-03T22:00:00ZSanlam reports solid performance in 10-month operational update
Care for Your Family with a Beneficiary Fundhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Care for Your Family with a Beneficiary FundCare for Your Family with a Beneficiary FundCare for Your Family with a Beneficiary Fund2019-11-27T22:00:00ZJoining a beneficiary fund permits you to ensure that your children will be taken care of financially, even when you’re no longer there.

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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