We understand that people have hopes and dreams. Hopes for themselves, for their businesses, for their future. For more than 90 years our aim has been to help make these hopes come true.
That is what we started with. In the process we have become one of the leading financial institutions in the country, helping to create wealth for all South Africans.
What we do
We strive to meet the financial needs of both individual and institutional clients (from SME’s to Corporate companies) from several mutually dependent business entities.
These solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, wills, personal loans, financial planning, health management, savings and linked products, business insurance, investment management, asset management, property asset management, stock-broking, employee benefits, risk management and capital market activities.
Professional advice lies at the core of what we offer.
We provide these solutions to a broad range of market segments from developing markets to high net worth clients, from retail to institutional clients.
We also recognise the contribution of SME’s to our economy and understand the challenges they face every day. We make it our business to understand their business, so that we can actively support business owners to make their businesses successful.
To this purpose Sanlam has created Cobalt Solutions for Business Owners, a tailor-made portfolio of financial solutions to address the financially related needs of established business owners.