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New Retirement Funds Legislationhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/New Retirement Funds LegislationNew Retirement Funds LegislationNew Retirement Funds Legislation2021-02-21T22:00:00ZOn 1 March 2021, the latest Taxation Laws Amendment Bill will come into effect. We will need to adapt and evolve following these changes.
Commandments for Getting Hitched (or Ditched)http://www.sanlam.co.za/mediacentre/media-category/media-releases/Commandments for Getting Hitched (or Ditched)Commandments for Getting Hitched (or Ditched)Commandments for Getting Hitched (or Ditched)2021-02-15T22:00:00ZFinancial introspection is possibly the best thing you can do before making any kind of big life decision like getting married or divorced.
Rather Leave Tax Planning to the Expertshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Rather Leave Tax Planning to the ExpertsRather Leave Tax Planning to the ExpertsRather Leave Tax Planning to the Experts2021-02-08T22:00:00ZThink tax planning is technical? It is. With this in mind, David Thomson says nothing beats good advice when it comes to your tax decisions.
Sanlam on 2020 COVID-19 Claimshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam on 2020 COVID-19 ClaimsSanlam on 2020 COVID-19 ClaimsSanlam on 2020 COVID-19 Claims2021-02-04T22:00:00ZSanlam paid out over R456 million in COVID-19-related claims in 2020. So, having sufficient risk cover in place is critical.
Sanlam Focuses on 2021 People Trendshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam Focuses on 2021 People TrendsSanlam Focuses on 2021 People TrendsSanlam Focuses on 2021 People Trends2021-01-27T22:00:00ZSanlam has been awarded the Top Employers Certification for the sixth consecutive year by the Top Employers Institute.
Digital Resilience Against Cybercrimehttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Digital Resilience Against CybercrimeDigital Resilience Against CybercrimeDigital Resilience Against Cybercrime2021-01-26T22:00:00ZPhishing, impersonation scams, fraudulent sites, malware attacks and social engineering are among the most common tools used by scammers.

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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