Life is a journey and sometimes one’s journey is interrupted by unexpected circumstance. The key goal of our business is to be flexible and to create an open-minded environment where voices and ideas are heard, nurtured and embraced.
Technology can never replace human interaction and relationships. It can never explain the uncertainty and increasing complexity in financial markets. More regulation has brought greater transparency than ever before. It also means that we must continually sharpen our skills to provide more holistic advice on all aspects of financial planning.
As a business we accept accountability where our insight can be counted on. Yadah must also ensure that clients’ needs are analyzed fully, so that the right recommendation of suitable appropriate solutions can be offered. With expertise and credibility, we seek to keep our interactions with our clients alive. We consider it our duty to assure our client of their best experience with simplicity, yet insight.
Our services
What to expect from us
Insurance
Retirement
Investments
Financial Planning
Business Insurance
Sanlam Reality
Fiduciary Services
Medical Cover
Gap Cover
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.