search menu Home > Individuals > Life events LIFE EVENTS New to investing First-time investing can be daunting. Sanlam’s investment managers will choose the strategy that best suits your needs and guide you through the whole process. 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. Sanlam on demand Ask one of our experts for help with investing during a free, no obligation video or phone consultation. Book now Investing for the first time There are many things for you, and your investment manager, to think about when you’re new to investing. We take time to discuss your current situation, financial goals and risk appetite. Some of the things to consider as you start your investment journey include: Emergency fund Risk tolerance Ethical investing Variety of investment products Managing your portfolio We believe in managing diversified portfolios that offer access to the broadest set of investment opportunities across all asset classes and global regions. Through an active approach, we are able to navigate the ever-changing market conditions in the world economy and adapt to the shifting investment environment. Sanlam has a strong investment culture with a clearly defined philosophy and process. When building your portfolio, we draw on the firm’s extensive resources and expertise, with experienced teams working across asset allocation, investment selection and risk management. All investment decisions are based on rigorous evidence-based research to give you peace of mind. Investing isn't just about choosing the right companies but paying the right price for them. Clients can access a range of well-researched funds at an affordable price. Philip Smeaton, Chief Investment Officer Book a free consultation Ask one of our experts for help with investing during a free, no obligation video or phone consultation - a great first step to taking control of your future. Book now Create a downloadable brochure You can use these buttons to add a page, edit, or print your own brochure Add to brochure Contact Add to brochure Brochure 0 Print Share Contact Us Terms of Use Website Privacy Policy Cookie Policy Modern Slavery Act Transparency Statement Accessibility Legal and Regulatory Sitemap © Sanlam. All rights reserved. Sanlam UK Limited is the provider of the Sanlam website. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. Cookie Consent We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. This will help us improve our service and tailor the marketing you see on apps and other websites. Select 'Accept all' to agree or 'Manage consents' to chose which cookies we use. Accept all Manage consents The value of investments and any income from them can fall and you may get back less than you invested.