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Sanlam’s 31-day Frugal Lockdown Challengehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Sanlam’s 31-day Frugal Lockdown ChallengeSanlam’s 31-day Frugal Lockdown ChallengeSanlam’s 31-day Frugal Lockdown Challenge2020-07-09T22:00:00ZJuly is National Savings Month and we challenge you to save. Take part in our 31-day Frugal Lockdown Challenge and kick-start your savings.
Managing Your Financial Health in Tough Timeshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Managing Your Financial Health in Tough TimesManaging Your Financial Health in Tough TimesManaging Your Financial Health in Tough Times2020-06-28T22:00:00ZCOVID-19’s impact on financial markets has left many feeling helpless, but there are some ways to manage and improve your financial health.
Why Won’t Dad Go to the Dochttp://www.sanlam.com/productcatalog/Pages/why-wont-dad-go-to-the-doc.aspxWhy Won’t Dad Go to the DocWhy Won’t Dad Go to the Doc2020-06-17T22:00:00ZSome men claim that the process of seeking medical attention implies vulnerability. However, they forget that early detection is key.
Sanlam Achieves Solid Resultshttp://www.sanlam.com/productcatalog/Pages/sanlam-achieves-solid-results.aspxSanlam Achieves Solid ResultsSanlam Achieves Solid Results2020-06-09T22:00:00ZSanlam reported solid results in the four months to 30 April despite challenging investment market conditions caused by the Coronavirus.
Your Health and Finances Up in Smokehttp://www.sanlam.com/productcatalog/Pages/your-health-and-finances-up-in-smoke.aspxYour Health and Finances Up in SmokeYour Health and Finances Up in Smoke2020-06-04T22:00:00ZSmoking impacts your health and your finances. With tobacco products being banned during lockdown, there’s never been a better time to quit.
Sanlam Acquires FBN Insurance in Nigeriahttp://www.sanlam.com/productcatalog/Pages/sanlam-acquires-fnb-insurance-in-nigeria.aspxSanlam Acquires FBN Insurance in NigeriaSanlam Acquires FBN Insurance in Nigeria2020-06-01T22:00:00ZSanlam now owns FBN Insurance, giving the Group full ownership of FBN Insurance Limited and its subsidiary, FBN General Insurance Limited.

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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