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2022 Benchmark Survey – Consumer Findingshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/2022 Benchmark Survey – Consumer Findings2022 Benchmark Survey – Consumer Findings2022 Benchmark Survey – Consumer Findings2022-06-13T22:00:00ZThe 2022 Benchmark Survey shows that people are valuing employee benefits more, and the industry is responding with more holistic offerings.
Retirement Funds Positioned to Drive ESGhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Retirement Funds Positioned to Drive ESGRetirement Funds Positioned to Drive ESGRetirement Funds Positioned to Drive ESG2022-06-13T22:00:00ZWe hope the 2022 Benchmark Survey encourages talks around the impact of ESG and climate change on the environment and retirement funds.
10 000 Ways to Grow Africa’s Football Talenthttp://www.sanlam.co.za/mediacentre/media-category/media-releases/10 000 Ways to Grow Africa’s Football Talent10 000 Ways to Grow Africa’s Football Talent10 000 Ways to Grow Africa’s Football Talent2022-06-08T22:00:00ZSanlam is distributing 10 000 footballs to 100s of schools across 18 countries in Africa to help people live with confidence.
Sanlam’s 2022 Four-month Operational Updatehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam’s 2022 Four-month Operational UpdateSanlam’s 2022 Four-month Operational UpdateSanlam’s 2022 Four-month Operational Update2022-06-07T22:00:00ZWhile Sanlam encountered various operating challenges in 2022, its operational update for the first four months shows a worthy performance.
Celebrating a Decade of Journey of Waterhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Celebrating a Decade of Journey of WaterCelebrating a Decade of Journey of WaterCelebrating a Decade of Journey of Water2022-06-06T22:00:00ZWWF South Africa’s Journey of Water campaign is celebrating 10 years. The aim is to spread the memo that “water doesn’t come from a tap”.
Holistic Care Central in Employee Benefitshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Holistic Care Central in Employee BenefitsHolistic Care Central in Employee BenefitsHolistic Care Central in Employee Benefits2022-05-30T22:00:00ZAccording to the 2022 Benchmark Survey, employers are responding to the post-pandemic environment by looking after employees holistically.

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. Implementation
  6. Review

The processes we follow are proven and authorised by Sanlam.

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