Wealth Planning Advice for Private Clients
Wealth Planning for Private Clients
Successful wealth planning isn’t about market timing or “gut feeling”, it’s about delivering to your objectives.
It demands the stewardship of your financial affairs throughout four distinct phases; the creation of wealth, its maintenance and growth, its protection, preparing for both the foreseen and the unexpected in equal measure and ultimately its transfer through generations.
All our clients define their ‘wealth’ differently. For some, it is purely the value of assets; for others it is family, relationships and the comfort of security. However, one thing is constant; your wealth is precious. It requires care; whether that be through sensible, bespoke investment management aimed to secure and increase real value over time, or through the building of appropriate mechanisms to guard against the unknown. Our Wealth Proposition aims to provide solutions to all of the major financial challenges in life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and implemented without compromise.
A Unique Wealth Proposition
The Sanlam Wealth Proposition offers the investment solutions, expertise, products and services of a world class financial institution.
In the first instance our Wealth Planners will consider products and solutions taken from our own portfolio; products and solutions designed to deliver cost efficient access to the investment market with controlled management performance aimed at meeting our requirements. However, where a Sanlam solution does not best meet your needs, we will seek a solution elsewhere and believe that this blend of flexibility and control allows us to not only satisfy your requirements but also provide comfort, peace of mind and a platform for you to both understand and enjoy your Wealth plan. Our Wealth Proposition is backed by both risk analysis methodology and industry recognised investment management; a proposition which offers flexibility and strength, breadth as well as depth with exclusivity and accessibility in equal measure.