Solutions
We offer a range of solutions to complement your own products and services. Whether your clients need more income, are concerned about their tax liabilities or are thinking about retirement, we provide a straightforward route to get them to where they want to be in life.
Investment Solutions
By outsourcing your investment decisions to Sanlam, you can benefit from our expertise and high standards of service, as well as a wide range of strategies.
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Specialist Investment Services
Our investment expertise, built around your investment philosophy
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Income solutions
Choose from a range of tax-efficient investments that provide your clients with a sustainable source of regular income at any stage of life.
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Pensions & Retirement
Through a broad range of investment options, we find effective ways for you to help you clients plan for later life and enjoy a secure financial future.
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Technical Support
You can ask us for technical advice on a wide range of financial planning issues, from the latest regulations to specialist investments.
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Advisory Portfolio Management Service
For your clients who want the freedom and flexibility to make some of their own decisions and stay in control of their own investment journeys.
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Tax Planning
Help your clients pass on their money efficiently by integrating tax-efficient investment solutions into their financial plans.
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Commercial Property Investment
Innovative ways for your clients to invest in commercial property, which are particularly popular with business owners.
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