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Financial Planning

Be confident about the investment options you propose to your clients by consulting a professional in financial planning.

Sanlam offers corporate financial planning management services for institutions. Our consulting solutions, based on thorough research and our world-class expertise, enable you to make investment recommendations that remain relevant to your clients irrespective of changing market and economic conditions, while easing your administrative burden.

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 Institutional Solutions

 

 

Insurancehttp://www.sanlam.co.za/institutional/Pages/insurance.aspxInsuranceProviding for risk events like death or disability can be a costly exercise with a number of complexities. Our group risk solutions offer cost-effective risk solutions to employers.http://www.sanlam.co.za/CoZaBannerImages/Insurance.jpg?RenditionID=5 , /CoZaBannerImages/Insurance.jpg?RenditionID=5
Financial Planninghttp://www.sanlam.co.za/institutional/Pages/financial-planning.aspxFinancial PlanningOur consulting solutions are based on thorough research and world-class expertise, enabling you to make investment recommendations that remain relevant to your clients.http://www.sanlam.co.za/CoZaBannerImages/FinPlan.jpg?RenditionID=5 , /CoZaBannerImages/FinPlan.jpg?RenditionID=5
Retirementhttp://www.sanlam.co.za/institutional/retirementRetirementWe strive to administer retirement funds in such a way that each member of a fund understands the reason for retirement savings and therefore the need for financial goal-setting.http://www.sanlam.co.za/CoZaBannerImages/Retirement.jpg?RenditionID=5, /CoZaBannerImages/Retirement.jpg?RenditionID=5
Investmentshttp://www.sanlam.co.za/institutional/Pages/investments.aspxInvestmentsRunning a professional business practice can be very challenging. At times you may feel like you're juggling more than you can comfortably manage.http://www.sanlam.co.za/CoZaBannerImages/Investments.jpg?RenditionID=5 , /CoZaBannerImages/Investments.jpg?RenditionID=5
Payments and Debit Order Collectionshttp://www.sanlam.co.za/institutional/Pages/electronic-money-transfer-services.aspxPayments and Debit Order CollectionsOur electronic transaction service simplifies payments and debit order collections - the ideal solution for churches, NPO's, schools and any small to medium sized businesses.http://www.sanlam.co.za/CoZaBannerImages/eft-services.jpg?RenditionID=5, /CoZaBannerImages/eft-services.jpg?RenditionID=5

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