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Skip Navigation LinksSmall and Medium Businesses

Personal and Family

Life and Disability Cover

Of course you will do everything in your power to make sure your family can continue life without you as their provider.

But will your life and disability cover be sufficient to provide for:

  • School fees?
  • Payments on your house and vehicle?
  • Savings for your children's education?

To help you prioritise the necessities for which you should provide cover, contact us now to speak to a Sanlam accredited financial planner.

Wills, Trust Services and Estate Planning

There's no need to see your life's work go to waste due to a non-executable will. Plan properly to spare your next of kin and business partners as much trauma and inconvenience as possible.

Safeguarding the financial interests of your loved ones is your biggest priority when it comes to planning your estate; ensuring that the needs of your family and dependents are taken care of, and that estate duty, capital gains tax and income tax liabilities are kept to a minimum.

Setting up trusts and drafting a will require specialised legal knowledge.

We can assist you with the following:

  • Drafting a will
  • Estate planning
  • Estate administration
  • Trust administration
  • Inter vivos trusts

Contact us now to speak to a Sanlam accredited financial planner.

Car and Household Cover

Have you got sufficient cover for your car, house and household assets to protect against any potential loss or damage? Consider a comprehensive asset protection needs analysis now to determine your specific requirements.

Contact us now to speak to a Sanlam accredited financial planner to discuss your car and household insurance needs.

Healthcare

Good medical care is expensive. Sanlam can help you with affordable, flexible and comprehensive medical scheme solutions.

Contact us now to speak to a Sanlam accredited financial planner.

Retirement

It is not advisable to view your business as your only retirement plan. For a tax-friendly alternatives, have a look at our Business Retirement Plans.

Education Planning

Have you considered how you will cover your children's school fees or save for their education in the event of losing your regular income?

Contact us now to speak to a Sanlam accredited financial planner.

Savings and Investments

Making the correct investment decisions today will have an impact on all your plans for tomorrow.

Share your future plans and investment concerns with trained and knowledgeable financial planners – professionals who know about the best-suited investment opportunities and vehicles to meet your specific needs.

Contact us now to speak to a Sanlam accredited financial planner.

Protection of Income

Income protection should form the basis of the financial plan for every business owner.

An income protection solution pays out if you are unable to work and earn an income due to illness or injury. The solution is designed to pay a monthly income, free of income tax, while the business owner is temporarily unable to work. It also gives the business owner the option to cover their earning ability should their condition be permanent.

Call us on 0860 100 539 or contact us now to speak to a Sanlam accredited financial planner.

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

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