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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.
The Cost of Smoking Your Sockshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/The Cost of Smoking Your SocksThe Cost of Smoking Your SocksThe Cost of Smoking Your Socks2019-10-10T22:00:00ZGiven the health risks related to vaping, vapers are classified as smokers and are usually risk rated the same way.
How to Do Estate Planning across Bordershttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/How to Do Estate Planning across BordersHow to Do Estate Planning across BordersHow to Do Estate Planning across Borders2019-10-01T22:00:00ZAre you a South African citizen with interests offshore? David Thomson, CFP® Senior Legal Adviser at Sanlam Trust, gives insights into estate planning across geographies.
How to Save on Wedding Costshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/How to Save on Wedding CostsHow to Save on Wedding CostsHow to Save on Wedding Costs2019-09-25T22:00:00ZSocial media has made it hard to stay objective about your wedding. Follow these tips, consult a financial adviser and be very realistic about what you can afford.

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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