Sanlam Private Wealth

Sanlam Private Wealth.

Professional financial planning for the long term

We believe good financial planning is about more than a quick, one-off solution. Instead, we build long-term relationships based on sharing your ambitions. We keep a close eye on your goals and work to make them a reality. It’s an approach we describe as ‘ambitious for you’.

We create a tax efficient investment strategy that matches your personal risk profile. We don’t think the process needs to be complicated. Our planners will help you identify your needs and objectives in just 15 questions.

We understand that making the right financial decision can be daunting. To give you the reassurance you’re taking the correct choice, we train our financial planners to deliver an outstandingly high quality of advice.

Why use Sanlam Private Wealth?

We run an award-winning training and development programme to make sure our financial planners are well informed. Their ability to explain complex issues simply takes away the pressure and helps you find a solution that suits you, now and in the future.

All of our financial planners study towards the top qualification in financial services – Chartered status. Many of our planners have this highly respected qualification and all our planners are supported by an extensive team in the relevant fields.

Meet the Team