Sanlam Services

It is crucial to get professional help if you want to achieve your financial goals. If you’ve called on the help of professionals to give you medical advice and legal advice, you’ll know that there’s nothing like professional training in a specialised field to set you on the right path. Similarly, a professionally qualified financial planner is essential to help guide your important financial decisions.

For Individuals

Insurance and trauma protection

  • Personal Insurance
  • Life Insurance
  • Critical Illness
  • Disability Cover
  • Trauma Protection
  • Income Protection
  • Bond Assurance

Short-term Insurance

  • Household Insurance
  • Car Insurance
  • Property Insurance
  • Travel Insurance
  • Emergency Transport

Retirement Planning and Pension Fund Benefits

  • Retirement Annuities
  • Living Annuities
  • Provident Fund
  • Pension Fund

Investments

  • Unit Trusts
  • Shares
  • International Investments

Estate Planning

  • Family Trusts
  • Deceased Estate Administration

Medical AidHome LoansBond AnalysisTax and Accounting AdviceLegal Advice

For Businesses

Investments

  • Unit Trusts
  • Shares
  • International Investments

Business Insurance

  • Key Person Insurance
  • Term Cover

Estate Planning

  • Business Trusts
  • Employee Benefits
  • Short-term Insurance
  • Tax and Accounting Advice
  • Legal Advice