There are a variety of reasons people choose to invest with Sanlam. Many invest with us because they are looking to ensure a secure financial future for themselves and their families.
Whatever your reason for starting to invest, we can guide you on your investment journey, from your first steps and beyond.
Why invest with Sanlam?
Understanding what’s important to you is at the heart of the portfolio we will build. One of our expert wealth planners will meet you for a discussion where you can tell us about your financial situation, priorities, life goals and attitude to risk. This enables us to choose the most appropriate strategy for your individual needs.
We provide investment management solutions to a wide range of investors from individuals and couples to large families with assets held in different structures, including pensions and trusts as well as settlements of all kinds. They are attracted to the combination of our investment skills, high standards of service and effective communication.
Communication is very important to us and we will provide you with information about your investments that is timely and well-presented. You will receive regular portfolio valuations that are clear and transparent, and you can access your account online.