Wealth & Financial Planning Advice Wealth Planning Advice for Private Clients Wealth Planning for Private Clients Successful wealth planning isn’t about market timing or “gut feeling”, it’s about delivering to your objectives. It demands the stewardship of your financial affairs throughout four distinct phases; the creation of wealth, its maintenance and growth, its protection, preparing for both the foreseen and the unexpected in equal measure and ultimately its transfer through generations. Read more A Unique Wealth Proposition The Sanlam Wealth Proposition offers the investment solutions, expertise, products and services of a world class financial institution. Read more

Products, Services & Performance Our Products The Sanlam Portal & The Specialist Range Our investment and pension products are designed for one purpose alone; to deliver to your needs. If you’re looking to save or invest, build capital for retirement or create income in your later years, the Sanlam Portal, your whole life investment solution, provides simple, cost effective access to the investment markets via our ISA, General Investment Account, our Onshore Bond and our Personal Pension Plan. If your investment interests demand something “more”, our Specialist Range, comprised of a range of vehicles allowing assets such as shares and commercial property to be held, may be suitable. You’ll find everything you need to know here, but please remember that Sanlam products are only available under advice from a suitably qualified Wealth Planner.