About Us | Concept Wealth Lynnwood | Sanlam Financial Planners Pretoria

About us

We’ll help you create a financial legacy

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WHO WE ARE

Concept Wealth Lynnwood

Concept Lynwood was awarded Sanlam’s prestigious Business of the Year Award for 2022. We are a committed team of specialist financial planners based in Lynnwood, Gauteng, serving clients nationally. As our client, you can rest assured that we are dedicated to comprehending your distinct needs and circumstances. We commit ourselves to gain a profound understanding of your specific requirements, enabling us to devise a financial solution exclusively designed for you. Our objective is to support and safeguard your financial future and legacy for both you and your family, empowering you to give precedence to what holds significance in your life. Together we can ensure that you have some control over the future and plan for a brighter tomorrow.

Financial advisers in Pretoria
Financial advisers in Pretoria

Providing financial planning advice to the local community and surrounding areas.

Proud recipients of Sanlam and industry awards
Proud recipients of Sanlam and industry awards

Our team have been acknowledged for their outstanding performance and client service.

9 years in operation
9 years in operation

Helping South Africans plan their financial future and achieve their goals year after year.

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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.

PRODUCTS AND SERVICES

What we offer

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Insurance Solutions

Get insurance cover with expert guidance from our team.

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Gap Cover

Stay financially protected when medical costs fall short - learn more here.

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Health Solutions

Let us help you decide on the right medical aid solution for you.

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Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

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Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

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Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

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Income Protection

Sanlam Income protection protects you and your family against temporary and permanent illness or disability with a monthly payout that helps support your current lifestyle.