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Amended Customary Marriages Act Approvedhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Amended Customary Marriages Act ApprovedAmended Customary Marriages Act ApprovedAmended Customary Marriages Act Approved2021-06-09T22:00:00ZPresident Cyril Ramaphosa’s approval of the amended Customary Marriages Act is a significant step towards equality for South African women.
Being Open About Money Can Create Happinesshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Being Open About Money Can Create HappinessBeing Open About Money Can Create HappinessBeing Open About Money Can Create Happiness2021-06-06T22:00:00ZIt’s true what they say, money can’t buy happiness. But being open with each other about your finances can lead to a healthier partnership.
What’s One More Year of Workhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/What’s One More Year of WorkWhat’s One More Year of WorkWhat’s One More Year of Work2021-05-31T22:00:00ZThe pandemic has heightened the challenging financial times with many struggling to make ends meet, especially when it comes to retirement.
Why South Africans Need Income Protectionhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Why South Africans Need Income ProtectionWhy South Africans Need Income ProtectionWhy South Africans Need Income Protection2021-04-18T22:00:00ZIncome protection is essential to ensure future financial security and peace of mind, especially in the current climate of uncertainty.
Financial Infidelity Can Ruin a Relationshiphttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Financial Infidelity Can Ruin a RelationshipFinancial Infidelity Can Ruin a RelationshipFinancial Infidelity Can Ruin a Relationship2021-04-11T22:00:00ZAre you honest with your partner when it comes to finances? Not being open about your financial status can lead to unintended consequences.
Knowledge Is Key in Your Fight Against Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Knowledge Is Key in Your Fight Against CancerKnowledge Is Key in Your Fight Against CancerKnowledge Is Key in Your Fight Against Cancer2021-04-06T22:00:00ZKnowing your family’s cancer history enables you to take the necessary preventative measures, for the sake of yourself and your family.

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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