Plan today for a brighter tomorrow

We offer a wide range of Sanlam financial solutions you can choose to help put your plans in place.

About

Who we are

We'll help you to create a financial legacy. Our committed team of specialist financial planners is located in Durbanville, Western Cape, next to the picturesque Durbanville wine route. We provide individuals as well as businesses with expert financial planning, insurance, retirement and investment services. Specializing in various financial disciplines, we provide our clients with an all-inclusive financial service that caters for their unique needs and circumstances. We have a passion for building long-term, professional relationships with our clients and making sure they have peace of mind through active wealth creation and protection.

Our services

What to expect from us

Insurance
Retirement
Investments
Financial Planning
Business Insurance
Sanlam Reality
Short Term Insurance
Fiduciary Services
Medical Cover
Gap Cover

OUR PROCESS

How we help you

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. The processes we follow are proven and authorised by Sanlam.

Our people