What we offer

Business Owners
Be certain of your business's financial well-being despite life's uncertainties.
Achieve financial independence and sustainable wealth with our financial coaching approach
This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.
Speak to a plannercalculators
Tools that assist

Saving for Retirement
CALCULATE SAVINGS

Tax-free Investments
INVEST ONLINE

Personal Client Profile
GET STARTED

Risk Tolerance Assessment
INVESTMENT RISK PROFILE

Online Will
DRAFT YOUR WILL ONLINE IN MINUTES

Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE

Sanlam Reality
SIGN-UP TO REWARDS ONLINE
CAMPAIGNS
Discover how we can support you

Wealth Bonus® from Sanlam
Earn Wealth Bonus® with qualifying financial products and get access to a set of discounts on lifestyle benefits.
BLOGS