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Stokvels - The Power of a Collective - The Power of a CollectiveStokvels - The Power of a CollectiveStokvels - The Power of a Collective2017-09-13T22:00:00ZThe South African stokvel economy, with over 11 million local participants, is currently worth R49 billion. Stokvels are about “the power of a collective.” where individuals come together to pool money towards a common goal.
Die Stand van Staatsfinansies Stand van StaatsfinansiesDie Stand van StaatsfinansiesDie Stand van Staatsfinansies2017-09-12T22:00:00ZNadat dit jare lank die volmaakte voorbeeld van gesonde fiskale praktyk was, het die Suid-Afrikaanse regering se staatsfinansies sedert 2009 skerp verswak en is dit nou in ‘n toestand waaruit dit nie gou sal kom nie.
The State of Government Finances State of Government FinancesThe State of Government FinancesThe State of Government Finances2017-09-12T22:00:00ZAfter having been the poster child of sound fiscal practice for a number of years, South Africa’s government finances have experienced a precipitous decline since 2009 into an abyss it will take many years from which to escape.
Create an Incontestable Business Will an Incontestable Business WillCreate an Incontestable Business WillCreate an Incontestable Business Will2017-09-11T22:00:00ZAs a business owner, you’re proud of your legacy and therefore a last will and testament is imperative. But, how sure are you that your ‘business will’ is worth the paper it is written on?
Economic Report - August 2017 Report - August 2017Economic Report - August 2017Economic Report: August 20172017-09-10T22:00:00ZGlobal equity markets reached an all-time high in July as appetite for risk remained relatively robust. Economic data largely supported the global growth story over the month.
Sequencing-of-returns risk riskSequencing-of-returns riskSequencing-of-returns risk2017-09-07T22:00:00ZOne of the key risks retirees face is a significant loss in the value of their retirement capital. This is usually as a result of poor investment returns during times of increased market stress.

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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