Blogs
Read with
Werner Bessinger
The role of beneficiary funds in preparing young adults for financial independence
Read with
Werner Dyer
Building a retirement that lasts: Spend smartly and invest wisely
Read with
Luther Jooste
Why a wider lens on global investing matters more than ever
Investments
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
Investments
The 4 Dimensions Checklist helps you make better investing decisions
Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.
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.
Investments
Tax-efficient investment opportunities
Pay less tax and grow your savings with smart investment choices. This blog explains tax-efficient options like Tax-Free Savings Accounts (TFSAs), showing how you can maximise returns while minimising tax with expert guidance.
MEET THE TEAM
Our financial planners
More about usOur team of financial planners bring deep expertise and personal care to every client relationship. There’s a right fit for everyone.
More about us