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The A-Z of Mental Health in the Officehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The A-Z of Mental Health in the OfficeThe A-Z of Mental Health in the OfficeThe A-Z of Mental Health in the Office2019-08-11T22:00:00ZWith so many people experiencing mental health conditions, employers have an opportunity to offer access to healthcare and benefits.
Hoe Lyk Suid-Afrikaners se Spaarsituasie?http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Hoe Lyk Suid-Afrikaners se Spaarsituasie?Hoe Lyk Suid-Afrikaners se Spaarsituasie?Hoe Lyk Suid-Afrikaners se Spaarsituasie2019-07-31T22:00:00ZDie persentasie van inkomste wat Suid-Afrikaners spaar het deurentyd afgeneem. Lees hoe u u kant bring om hierdie tendens om te keer.
Is Dit Tyd om U Eie Finansies te Hersien?http://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Is Dit Tyd om U Eie Finansies te Hersien?Is Dit Tyd om U Eie Finansies te Hersien?Is Dit Tyd om U Eie Finansies te Hersien2019-07-31T22:00:00ZLees ons vyf topwenke vir u persoonlike finansies en hoe om hierdie Spaarmaand ’n kopskuif te maak.
Moenie U Welvaart aan die Toeval Oorlaat Niehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Moenie U Welvaart aan die Toeval Oorlaat NieMoenie U Welvaart aan die Toeval Oorlaat NieMoenie U Welvaart aan die Toeval Oorlaat Nie2019-07-31T22:00:00ZDaar is vir ons Suid-Afrikaners ’n geleentheid om welvaart vir ons land op te bou wanneer ons in ons kinders se opvoeding belê.
Don’t Leave Your Wealth to Chancehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Don’t Leave Your Wealth to ChanceDon’t Leave Your Wealth to ChanceDon’t Leave Your Wealth to Chance2019-07-29T22:00:00ZThere’s an opportunity for us South Africans to build wealth for our country as we invest in our children’s education.
Review Your State of Financial Affairshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Review Your State of Financial AffairsReview Your State of Financial AffairsReview Your State of Financial Affairs2019-07-29T22:00:00ZRead our top five tips for reflecting on your personal economy and making a shift this Savings Month.

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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