Blogs

Financial Planning
Do this each day to increase your happiness
Boost your happiness with small daily habits: hydrate first thing, get morning sunlight, ground yourself outdoors, care for your teeth, enjoy time with loved ones, and add plants to your space. Tiny steps consistently lead to big wellness gains.

Financial Planning
Five tips to help you avoid financial sabotage this year-end
Year-end spending can derail your financial goals. These five tips - plan ahead, budget, avoid bad debt, delay gratification, and prioritise saving - can help you stay on track and work towards lasting financial freedom.

Financial Planning
Year-end Holiday Checklist
Heading off on holiday? Use a simple checklist to travel with peace of mind. Confirm arrangements, secure your home, pack smart, check your cards and documents and return home to comfort, not chaos.

Financial Planning
Enter the festive season with financial confidence
Stay in control this festive season by planning early, setting boundaries and spending wisely. Avoid debt, use rewards, track your habits and make smart choices so you can celebrate with confidence and start the new year stress-free.

Insurance
Men’s health and financial confidence: Questions to ask your financial adviser
Men face high risks of cancer, heart disease and disability, often long before retirement. Asking your adviser about illness cover, income protection and family support can help you stay financially confident and protected if life takes an unexpected...

Insurance
Prostate cancer myths – debunked
Prostate cancer is common and often shows no early symptoms. Dr Friedel Kerchhoff debunks five common myths and offers practical advice for confident living, highlighting the importance of regular screening and knowing your risks.

Sanlam Reality
8 Ways to make your small business more distinctive #Entrepreneurship
Standing out is key for small businesses to attract attention and build loyal client relationships. By highlighting unique strengths and offering exceptional value, you can differentiate your brand and create deeper connections with your audience.

Financial Planning
Building generational wealth: Simple strategies for securing your family's financial future
Generational wealth grows through thoughtful planning, steady investing, and clear intent, helping families create security that lasts beyond one lifetime.

Investments
Financially confident youth: Africa's greatest investment
Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.

Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.
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