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Empowering More People to Manage Their Moneyhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Empowering More People to Manage Their MoneyEmpowering More People to Manage Their MoneyEmpowering More People to Manage Their Money2021-07-29T22:00:00ZThe Sanlam Foundation and Avocado Vision have been upskilling people in financial literacy since 2020, to help them live with confidence.
More Than R4 Billion Paid in Claims in 2020http://www.sanlam.co.za/mediacentre/media-category/media-releases/More Than R4 Billion Paid in Claims in 2020More Than R4 Billion Paid in Claims in 2020More Than R4 Billion Paid in Claims in 20202021-07-27T22:00:00ZLooking at 2020’s claim statistics the Group saw a 60% increase in funeral and death claims, which it has largely attributed to COVID-19.
Vaccination at Sanlam for the 50-59 Age Grouphttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Vaccination at Sanlam for the 50-59 Age GroupVaccination at Sanlam for the 50-59 Age GroupVaccination at Sanlam for the 50-59 Age Group2021-07-01T22:00:00ZAs the country gears up to vaccinate people between the ages of 50 and 59, Sanlam says its vaccination sites are ready.
Sanlam Joins ‘Every Action Counts’ Coalitionhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Joins ‘Every Action Counts’ CoalitionSanlam Joins ‘Every Action Counts’ CoalitionSanlam Joins ‘Every Action Counts’ Coalition2021-06-27T22:00:00ZSanlam joins new global coalition to reach one billion citizens to continue its efforts towards being a sustainably led organisation.
Benchmark 2021 – COVID-19 and Retirementhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Benchmark 2021 – COVID-19 and RetirementBenchmark 2021 – COVID-19 and RetirementBenchmark 2021 – COVID-19 and Retirement2021-06-21T22:00:00ZResults shared in Sanlam’s 40th Benchmark Survey revealed the deep impact that COVID-19 has had on the retirement industry in South Africa.
Benchmark 2021 – Infrastructure Investinghttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Benchmark 2021 – Infrastructure InvestingBenchmark 2021 – Infrastructure InvestingBenchmark 2021 – Infrastructure Investing2021-06-20T22:00:00ZInvesting in infrastructure really is at the core of improving society’s productive capacity and espousing confidence, says Darryl Moodley.

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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