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How to Compare Cancer Benefitshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/How to Compare Cancer BenefitsHow to Compare Cancer BenefitsHow to Compare Cancer Benefits2019-09-16T22:00:00ZComparing ‘apples with apples’ isn’t always easy, so consulting a trusted financial planner is the best starting point.
Sanlam 2019 Interim Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2019 Interim ResultsSanlam 2019 Interim ResultsSanlam 2019 Interim Results2019-09-04T22:00:00ZSanlam achieves pleasing performance for six months ended 30 June 2019 amidst challenging operating conditions
High Absenteeism in SA’s Retail Sectorhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/High Absenteeism in SA’s Retail SectorHigh Absenteeism in SA’s Retail SectorHigh Absenteeism in SA’s Retail Sector2019-08-27T22:00:00ZThe major cost implications due to workplace absenteeism can potentially be curbed by offering employees more access to primary healthcare.
High Absenteeism in SA’s Retail Sectorhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/High Absenteeism in SA’s Retail SectorHigh Absenteeism in SA’s Retail SectorHigh Absenteeism in SA’s Retail Sector2019-08-22T22:00:00ZThe major cost implications due to workplace absenteeism can potentially be curbed by offering employees more access to primary healthcare.
Insurance into Retirementhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Insurance into RetirementInsurance into RetirementInsurance into Retirement2019-08-19T22:00:00ZPeople live much longer nowadays, which means they now need to consider new insurance products developed in response to the longevity trend.
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.

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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