Services
A range of products and services to help individuals, couples and families reach their goals and create a secure financial future, from buying a home to planning for retirement.
Pensions
Sanlam’s financial planning team provides expert advice and access to a variety of pensions and savings vehicles that can boost your capital for retirement.
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Mortgages
Sanlam’s mortgage planning service advises clients who are purchasing property and guides those looking to release equity from their homes.
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Financial planning
Sanlam offers financial planning advice to help you protect and grow your wealth, covering tax, pensions, estate planning and family protection.
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Family protection
We will look at your existing benefits and lifestyle to tailor a protection package, ensuring your family will be financially secure whatever life throws at you.
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Inheritance tax planning
Inheritance tax (IHT) can have a significant impact on wealth. At Sanlam, we find the most efficient ways to protect and pass it on for future generations.
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Investment management
Whether investing for a specific goal or to create a secure financial future, Sanlam has the investment expertise required to protect and grow your wealth.
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Private office
Sanlam private office provides wealth management to high-net-worth individuals and families, including an investment advisory and financial planning services.
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