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Sanlam Launches First-of-its-Kind Digital Platformhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Launches First-of-its-Kind Digital PlatformSanlam Launches First-of-its-Kind Digital PlatformSanlam Launches Digital Platform2019-04-16T22:00:00ZSanlam has just launched Sanlam Now Cover– a digital platform which enables intermediaries to complete a client’s application for death and disability in minutes.
Godparents vs Guardians How to Ensure Your Child Is Protectedhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Godparents vs Guardians How to Ensure Your Child Is ProtectedGodparents vs Guardians How to Ensure Your Child Is ProtectedGodparents vs. Guardians2019-04-15T22:00:00ZThere is an important difference between the people whom you appoint as godparents to your children and those whom you appoint as legal guardians.
Top tips for drafting a divorce orderhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Top tips for drafting a divorce orderTop tips for drafting a divorce orderTop Tips for Drafting a Divorce Order 2019-04-08T22:00:00ZWhile dealing with the emotions of divorce, women often overlook crucial aspects of the settlement agreement. Consider these tips for drafting a divorce order.
Doctor’s Orders Save Morehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Doctor’s Orders Save MoreDoctor’s Orders Save MoreDoctor’s Orders: Save More2019-04-01T22:00:00ZMedical doctors may have strong earning power and expect to accumulate wealth in their lifetime, but here’s the stark reality if you’re doing community service.
Longevity Is Squeezing the Life out of Your Savingshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Longevity Is Squeezing the Life out of Your SavingsLongevity Is Squeezing the Life out of Your SavingsLongevity is squeezing your savings2019-03-26T22:00:00ZWe live in wonderful times, with unprecedented advances in the medical sciences over the past century. But, as investors, how do we make our retirement savings last?
What Are Your Rights and Obligations as a Single Parenthttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What Are Your Rights and Obligations as a Single ParentWhat Are Your Rights and Obligations as a Single ParentRights and Obligations as a Single Parent2019-03-24T22:00:00ZAccording to the Mbalo Brief by Stats SA, most South African children are raised in single-parent families.

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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