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Education, Employment and Filling the Gaphttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Education, Employment and Filling the GapEducation, Employment and Filling the GapEducation, Employment and Filling the Gap2019-11-20T22:00:00ZStart saving for your child’s education sooner rather than later. With Sanlam Goal Manager, you can plan and keep track of your savings.
2020 Loyalty Trend Data to Drive ROIhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2020 Loyalty Trend Data to Drive ROI2020 Loyalty Trend Data to Drive ROI2020 Loyalty Trend Data to Drive ROI2019-11-14T22:00:00ZLoyalty programmes will have to up their game to attract and retain high-value customers if they want to remain competitive.
Understanding the Costs of Alzheimer’shttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Understanding the Costs of Alzheimer’sUnderstanding the Costs of Alzheimer’sUnderstanding the Costs of Alzheimer’s2019-11-10T22:00:00ZWorld Alzheimer’s Day was on 21 September and the worrying increase in the prevalence of this disease, is undoubtedly a focus worldwide.
A Love-Hate Relationship with Annuitieshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/A Love-Hate Relationship with AnnuitiesA Love-Hate Relationship with AnnuitiesA Love-Hate Relationship with Annuities2019-10-29T22:00:00ZAnnuities are split into two categories: guaranteed life and living annuities. Both categories have advantages as well as disadvantages.
How to Fix Your Finances like a Jag Mark 2http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/How to Fix Your Finances like a Jag Mark 2How to Fix Your Finances like a Jag Mark 2How to Fix Your Finances like a Jag Mark 22019-10-21T22:00:00ZRestoring financial wellbeing is much like restoring a car – it can be fulfilling and frustrating, and sometimes, you need expert advice.
Can an Email Instruction Constitute a Willhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Can an Email Instruction Constitute a WillCan an Email Instruction Constitute a WillCan an Email Instruction Constitute a Will2019-10-15T22:00:00ZThe death of a loved one is a devastating experience but it’s made so much more stressful if they didn’t have a valid will in place.

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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