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Retirement Planning vs Child Educationhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Retirement Planning vs Child EducationRetirement Planning vs Child EducationRetirement Planning vs Child Education2019-07-16T22:00:00ZWhat should you start saving for first? One financial priority should always take precedence – saving for retirement.
Unit Trusts at a Glancehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Unit Trusts at a GlanceUnit Trusts at a GlanceUnit Trusts at a Glance2019-07-07T22:00:00ZA unit trust fund is a portfolio of investments that has been divided into units, where each unit is valued on a daily basis.
Five Ways to End Debt Anxietyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Five Ways to End Debt AnxietyFive Ways to End Debt AnxietyFive Ways to End Debt Anxiety2019-07-01T22:00:00ZOverwhelmed with debt and not sure where to start? Sanlam Reality shares five ways you can move towards being financially free.
Taking Out a Personal Loanhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Taking Out a Personal LoanTaking Out a Personal LoanTaking Out a Personal Loan2019-06-26T22:00:00ZThinking of taking out a personal loan? Sanlam Reality compiled a few expert tips to help you make the right choice for you.
Ten Things You Need to Know about Debthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Ten Things You Need to Know about DebtTen Things You Need to Know about DebtTen Things You Need to Know about Debt2019-06-26T22:00:00ZUnderstanding debt is the key to managing your expenses more effectively. Sanlam Reality compiled some things to help you get started.
2018 Sanlam Financial Journalist of the Yearhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2018 Sanlam Financial Journalist of the Year2018 Sanlam Financial Journalist of the Year2018 Sanlam Financial Journalist of the Year2019-06-19T22:00:00ZMail editor, Mr Rob Rose won the Sanlam Financial Journalist of the Year award. Rose impressed judges with his compelling narrative style, and his ability to see through the fog of corporate miscreants and illuminate the objective facts.

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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