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120,000 Receive a Helping Hand From Sanlamhttp://www.sanlam.co.za/mediacentre/media-category/media-releases/120,000 Receive a Helping Hand From Sanlam120,000 Receive a Helping Hand From Sanlam120,000 Receive a Helping Hand From Sanlam2022-05-23T22:00:00ZThe Sanlam Foundation is proud to have benefitted more than 120,000 people across the continent through different programmes over the years.
Who Manages Your Money When You’re Unable to?http://www.sanlam.co.za/mediacentre/media-category/media-releases/Who Manages Your Money When You’re Unable to?Who Manages Your Money When You’re Unable to?Who Manages Your Money When You’re Unable to2022-05-08T22:00:00ZCertain illnesses can mean you lose your legal capacity to make rational financial choices; who will manage your money in such an instance?
Sanlam and Allianz Join Forceshttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Sanlam and Allianz Join ForcesSanlam and Allianz Join ForcesSanlam and Allianz Join Forces2022-05-03T22:00:00ZSanlam and Allianz have agreed to combine their current and future operations across Africa.
Is SA on Track to Eliminate Cervical Cancerhttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Is SA on Track to Eliminate Cervical CancerIs SA on Track to Eliminate Cervical CancerIs SA on Track to Eliminate Cervical Cancer2022-04-20T22:00:00ZCervical cancer is the second most common cancer in South African women after breast cancer.
Takeaways From the ‘Lead with Her’ Conferencehttp://www.sanlam.co.za/mediacentre/media-category/media-releases/Takeaways From the ‘Lead with Her’ ConferenceTakeaways From the ‘Lead with Her’ ConferenceTakeaways From the ‘Lead with Her’ Conference2022-04-10T22:00:00ZModise and Phiri share what they learned at the ‘Lead with Her’ conference; from each other, panellists and the keynote speaker, Dr Jemison.
Estate Planning for Disabled Loved Oneshttp://www.sanlam.co.za/mediacentre/media-category/expert-opinions/Estate Planning for Disabled Loved OnesEstate Planning for Disabled Loved OnesEstate Planning for Disabled Loved Ones2022-04-06T22:00:00ZFor parents with disabled children, estate planning is crucial as these children may never be able to work and provide for themselves.

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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