Skip Ribbon Commands
Skip to main content

Invest

Advice

Service

Invest Online Back

Call me back

Email us

Back

Call me back

Email us

Email us

Business Operations

As a professional, you know the value of smooth business operations and leaving specialist tasks, such as bookkeeping, to the specialists. While you focus on growing market share and keeping costs down, Sanlam can help you to optimise business operations.

Electronic Financial Transaction Services

  • We have been helping businesses outsource their electronic funds transfer functions since 1969, specialising in money transfer bureau services and doing some 3 million EFT transactions for about 700 clients per month.
  • All data is treated in the strictest confidentiality and is totally secure, thanks to comprehensive audit trails and state-of-the-art systems.
  • The money transfer service includes payments and collections. This service ensures that employees and creditors are paid on time, saving you time, effort and administration, and decreasing the risk of paper-based fraud.
  • Collections also reduce the administration of unpaid collections and the reconciliation of payments for tighter cash flow control.

Contact us now for further information.

Savings and Investments

Making correct investment choices for your business are as important as appointing the right people in key jobs, or selecting the right premises for your business operations. Because every single decision you make ultimately affects your bottom line.

As a business owner, you take full responsibility for these decisions on behalf of your business and the people who depend on it for their income. So it will be a great relief to share these decisions with trained and knowledgeable financial planners - people who know about the best investment opportunities and vehicles.

Contact us today for savings & investment advice from one of our accredited financial planners.

Bookkeeping

  • Do you know the financial status of your business operations at this very moment?
  • Are you up to date with VAT?
  • Are your statutory financial statements completed in time for auditing or
  • Do you have to ask the SA Revenue Services (SARS) for another postponement?

Properly attending to the bookkeeping requirements of your own business is a time-consuming job. Sanlam can help you, through our professional associates; take care of monthly reporting of results, financial bookkeeping, completion of statutory returns and other secretariat functions essential to the smooth running of your business.

Let's put you in contact with an expert in bookkeeping services.

Optimise ROI on Surplus Cash

Many businesses are in a surplus cash flow position. It is important to get the optimal benefit of surplus cash in the business without forfeiting usage or returns.

Contact us today and let us help you take care of your cash management needs.

Business Financing

To succeed in business and realise your business objectives, you need a competitive edge and a specialist financial institution that will commit to your vision. Sanlam will refer qualified finance requests to our preferred financiers.

Our preferred financiers have the following options for finance amounts between R500 000 and R30 million:

  • Working capital
  • Black Economic Empowerment
  • Equipment finance
  • Property finance
  • Franchise finance
  • Business acquisition finance
  • Contract / Guarantee finance
  • Finance of debtors

Contact us today to assess your requirements.

Download brochure

Advice

Get expert financial advice

A financial planner can help you make the most of what you have - contact us today on 0860 100 539.

Invest

Advice

Service

Invest Online Back

Call me back

Email us

Back

Call me back

Email us

Email us

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam