Company description
Meaningful financial advice is our business. Your financial well-being is our aim. We employ a comprehensive and all-encompassing approach to clients’ advice requirements, because planning and advice should go well beyond simple asset allocation. Life is not simple, and managing the twists, turns and complexities that come with it is what an advisor should be there for. Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Sanlam advisor, your plan is individual. Personal. And built for the long term.
Sanlam Private Wealth has expertise spanning a wide range of core and specialist financial planning areas. We know that your life is distinctly yours, so each Sanlam advisor is equipped with the know-how, experience, research and latest technology to build a studiously tailored, holistic financial plan to help ensure you can realise your individual financial goals.
We advise private clients, business owners, family groups, as well as sophisticated and professional investors. Sanlam’s in-depth consultation process enables us to truly understand your personal and financial circumstances, and above all, the things that are most important to you. Only after this process can we deliver you meaningful and valuable financial advice that aligns with your very personal objectives. Often, we will work in conjunction with clients’ existing accountants and legal advisers, ensuring that advice is coordinated and aligned.
To ensure our clients get the best from us, we advise only a limited number of clients at any one time.
