ABOUT
Who we are
Your goals guided by a CFP®
Our practice includes a Certified Financial Planner (CFP®) - because your future deserves the best.
Financial advisers in Pretoria
Providing financial planning advice to the local community and surrounding areas
15 years in operation
Helping South Africans plan their financial future and achieve their goals year after year.
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
MEET THE TEAM
Our financial planners
Our team of financial planners bring deep expertise and personal care to every client relationship. There’s a right fit for everyone.
GET IN TOUCH
Contact our office
Reach out however you prefer. We're here to assist
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
Saving for Retirement
CALCULATE SAVINGS
Personal Client Profile
GET STARTED
Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
DRAFT YOUR WILL ONLINE IN MINUTES
Short-term Insurance ChatBot
SUBMIT YOUR REQUIREMENTS
Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Money Personality
CHAT TO THE SANLAM AI COACH
BLOGS
Latest insights from our blogs.
Investments
Looking beyond borders: Why South African investors are going offshore for growth and security
Investing only in South Africa limits your growth. Offshore funds offer diversification, hedge against rand volatility, and access to global opportunities – now open to investors from all income levels.
Insurance
Heart health risks for under-45s
Heart disease isn’t just an older adult’s concern. Younger South Africans face rising cardiovascular risks, worsened by stress, poor sleep, and mental health challenges. Protect your health and income with holistic Sanlam solutions.
Retirement
The Glacier Retirement Series on News24 is Live!
The Glacier Retirement Series on News24 is live! Get smart insights on saving, boosting and offshore investing to help you retire with confidence.
Financial Planning
Why debt feels endless and how to end it #debtawareness
Debt can be useful in moderation, but too much can trap you in a cycle. This blog shares practical ways to regain control, break free from over-indebtedness, and take confident steps toward a healthier financial future.
Insurance
Empower yourself with the right life cover
Protecting your family’s financial future starts with the right life cover. Review your needs, adapt to changes, and seek guidance from a financial adviser to make informed decisions that provide security and peace of mind.
Financial Planning
Think you know Tax? 6 Common South African Myths Busted for 2026
South African tax rules can be confusing, and myths often lead to costly mistakes. This blog unpacks six common tax myths, clarifies what’s true for 2026, and helps you make smarter, more confident financial decisions.
Financial Planning
Turn money moments into loving moments
Money can strain relationships, but it can also bring you closer. Learn how open, honest conversations about finances can ease tension, build trust, and turn everyday money moments into stronger, more loving connections.
Financial Planning
Start paying bills to yourself
Make your future a priority by paying yourself first. This blog shows how treating savings like a monthly bill can help you stay focused, resist lifestyle pressure, and build financial security for your goals and peace of mind.