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Sanlam to Sell UK Wealth Businesseshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam to Sell UK Wealth BusinessesSanlam to Sell UK Wealth BusinessesSanlam to Sell UK Wealth Businesses2021-09-19T22:00:00ZSanlam announced that it has reached agreement for the sale of its UK private investments and wealth planning businesses.
Sanlam and UCT to Support Actuarial Studentshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam and UCT to Support Actuarial StudentsSanlam and UCT to Support Actuarial StudentsSanlam and UCT to Support Actuarial Students2021-09-16T22:00:00ZSanlam and UCT announced that they have entered into an agreement to relaunch the Actuarial Science Support and Advice Desk.
Sanlam Partners With the Loeries Againhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Partners With the Loeries AgainSanlam Partners With the Loeries AgainSanlam Partners With the Loeries Again2021-09-13T22:00:00ZThe Loeries, Africa and the Middle East’s premier brand communications festival, is once again partnering with Sanlam.
Protecting Your Earning Ability Is Importanthttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Protecting Your Earning Ability Is ImportantProtecting Your Earning Ability Is ImportantProtecting Your Earning Ability Is Important2021-09-09T22:00:00ZIncome protection provides a monthly income to clients who are unable to work, either temporarily or permanently, due to illness or injury.
Sanlam 2021 Interim Resultshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam 2021 Interim ResultsSanlam 2021 Interim ResultsSanlam 2021 Interim Results2021-09-08T22:00:00ZSanlam reported strong interim results for the six months ended 30 June 2021, reflecting the strength of each of the Group’s businesses.
South Africa’s Looming Mental Health Crisishttp://www.sanlam.co.za/mediacentre/media-category/media-releases/South Africa’s Looming Mental Health CrisisSouth Africa’s Looming Mental Health CrisisSouth Africa’s Looming Mental Health Crisis2021-08-18T22:00:00ZCOVID-19 has caused a global mental health crisis. People are stressed and grieving, and lockdowns and loss have magnified depression.

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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