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Running Into a Brick Wallhttp://www.sanlam.co.za/mediacentre/media-category/economic-commentary/Running Into a Brick WallRunning Into a Brick WallRunning Into a Brick Wall2017-11-09T22:00:00ZThe recent Medium-Term Budget Policy Statement (MTBPS) has attracted a lot of interest for the alarming note it struck.
Tot Hiertoe en Nie Verder Niehttp://www.sanlam.co.za/mediacentre/media-category/ekonomiese-kommentaar/Tot Hiertoe en Nie Verder NieTot Hiertoe en Nie Verder NieTot Hiertoe en Nie Verder Nie2017-11-09T22:00:00ZDie onlangse Mediumtermyn-begrotingsraamwerk (MTBR) het baie belangstelling gewek as gevolg van die onrusbarende toon daarvan.
Sompo Strengthens Position in Africahttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sompo Strengthens Position in AfricaSompo Strengthens Position in AfricaSompo Strengthens Position in Africa2017-10-18T22:00:00ZSompo International Holdings Ltd. (SI) today announced the launch of a new strategic partnership in Africa with Sanlam Limited and SAHAM Finances, two of the largest financial groups on the continent.
Sanlam to Acquire Absa Consultants and Actuarieshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Acquire Absa Consultants and ActuariesSanlam to Acquire Absa Consultants and ActuariesAcquisition of Absa Consultants and Actuaries2017-10-15T22:00:00ZSanlam Life is pleased to announce that it has entered into agreements to acquire 100% of the issued share capital of Absa Consultants and Actuaries Proprietary Limited.
How to Talk About Moneyhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/How to Talk About MoneyHow to Talk About MoneyHow to Talk About Money2017-10-12T22:00:00ZTalking about money can be a sensitive matter, but it is important to allow it to be a regular discussion in your relationship.
Moontlik Die Begin Van 'n Opswaaihttp://www.sanlam.co.za/mediacentre/media-category/ekonomiese-kommentaar/Moontlik Die Begin Van 'n OpswaaiMoontlik Die Begin Van 'n OpswaaiMoontlik Die Begin Van 'n Opswaai2017-10-09T22:00:00ZOpbrengste oor die afgelope drie jaar was teleurstellend. Die vraag is egter of dit die begin van ’n nuwe neiging is en of dit uiteindelik net nog ’n tentatief kortstondige verskynsel is.

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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