Blogs
Read with
Mkhululi Mthethwa
Why it’s time to talk to your parents about their will
Read with
Mkhululi Mthethwa
Building a retirement that lasts: Spend smartly and invest wisely
Read with
Mkhululi Mthethwa
Your tax debt can delay your family’s inheritance
Read with
Mkhululi Mthethwa
Retirement planning: when the maths doesn’t math
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
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.
Financial Planning
Money can't buy love, but talking about it can create happiness
Money can’t buy love, but talking about it can strengthen relationships. This blog explains how couples can improve trust, set shared goals, and openly manage finances to build a happier, healthier partnership.
Sanlam Reality
Personal loans vs Student loans: what is the difference?
Not sure whether to choose a personal loan or student loan? Student loans usually offer lower premiums and support while studying, making them better for education. Early planning and advice can help families, especially the ‘missing middle’.
Financial Planning
Start the year on the right financial foot
Kickstart your year with smart money habits. Review your spending, tackle debt, build an emergency fund and plan ahead for festive costs. Small actions now can set you up for long-term financial confidence.
Financial Planning
The importance of getting good advice in 2026
Good financial advice can bring clarity and peace of mind in 2026. With rising costs and daily pressures, a qualified adviser helps you navigate challenges, balance goals, and make practical decisions to protect your future.
Financial Planning
Six ways to refresh your finances this festive season
Give your finances a festive refresh. Reflect on your goals, review your budget, check your credit health and get organised. With the right guidance, you can enter 2026 feeling clear, confident and financially energised.
Financial Planning
Beat burnout, bag bargains: smart spending secrets for the festive season
As the year ends, many South Africans feel burnout and festive spending pressure. Avoid emotional buys by knowing your triggers, checking your credit, and sticking to a budget. Stay mindful so the holidays bring peace, not money stress.
Financial Planning
Get creative this festive season and avoid a financial ‘hangover’ in January
Enjoy the festive season without the January money hangover. Plan ahead, get creative with meals and gifts, co-host gatherings and stick to cash for essentials. Celebrate smart so you can start the new year relaxed and financially steady.
Investments
Are concerns about money keeping you up at night?
Worrying about money can affect both your financial wellbeing and peace of mind. Discover practical strategies to manage financial stress, improve money habits, and regain confidence in your financial future.
Financial Planning
10 Ways to earn extra income after work hours
10 ways to earn extra income after work hours, from side hustles to smart skills—boost your cash flow without quitting your job. Start building today.
Financial Planning
9 Money lessons motherhood teaches us #MothersDay
9 money lessons motherhood teaches us, from budgeting wisely to planning ahead for security—build stronger financial habits for your family’s future. Take the next step.
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