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Wealth Management

We help you achieve your financial goals with a comprehensive and tailored plan.

Our wealth management teams work with you to create a financial plan that helps you make the most of your money. We take into account your current circumstances, your goals and the level of risk you feel comfortable with to create an integrated, strategic plan. With years of industry experience and expertise, our wealth managers can advise you on where to invest your money, including giving advice on suitable products, providers and asset classes. Throughout the process, we keep in mind certain key factors to help ensure that you achieve your investment objectives:

  • The costs and taxes related to the investments
  • How convenient the product is to use
  • How easy the product is to understand
  • How easy it is to access your money
  • Counter-party risk, in other words the risk that the company you entrusted your money to breaches their contractual obligations
  • The consistency of the returns

To find out about our wealth management team, visit our investment team page

Would you like to know more about our wealth management service?

Complete the form on the right and one of our
specialists will contact you.

Sanlam Life Insurance is a licensed financial service provider.
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