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Individual Investors

Guarantee your investment outcomes

Graviton advisers are given tools and resources required to help you plot your financial journey – from wealth creation to wealth preservation. Applying years of knowledge and expertise, your Graviton adviser will build a portfolio according to your personal needs, and that will withstand the test of time.

Investor Benefits

Graviton advisers have access to the extensive scale and resources of the Sanlam Group. Thanks to our specialist business support, they can now dedicate more time to customising your portfolio and maximising returns.

This enables you to:

  • Manage your money with the help of an expert.
  • Entrust complex investment decisions to leading professionals.
  • Optimise your returns for the amount of risk that you’re willing to take.
  • Enjoy the security and stability of being partnered with Sanlam.
  • Benefit from specially selected investment opportunities.
  • Get a personalised investment portfolio tailored to your goals.
  • Access local and global investment opportunities.
  • Enjoy the security of being partnered within the Sanlam Group.

The Elite Wealth Process

At Graviton we follow an approach which allows our advisers to assist you throughout an entire life cycle, from wealth creation to wealth preservation. We focus on presenting you with a plan that is simplified but effective. Based on the information you provide, your Graviton adviser will complete a thorough financial needs and cash flow analysis.

Understanding your financial future and the impact of your stated needs on available capital, is a crucial point of departure. In constructing your financial plan, your Graviton adviser will start by understanding and analysing your personal income statement and balance sheet, both now and in the future. In order to provide an investment solution that is complementary to your capital and income needs, your adviser must gain insight into your present situation, desired future situation, available means, time horizon, appetite for risk, and capacity for risk. All of these variables are used to arrive at a solution that is aimed at providing you with the desired outcomes over time. More importantly, your variables are combined in such a way as to ensure that your assets are sufficient to cover your liabilities (i.e. asset-liability matching).

Why Partner with a Graviton Adviser?

Graviton advisers follow a disciplined investment process, to give you complete financial peace of mind.

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Our Solutions

Your Graviton adviser will conduct a comprehensive financial needs analysis to determine your appropriate portfolio selection and mix.

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Find a Graviton Adviser

Find an adviser in your area who has chosen to partner with Graviton.

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Contact a Graviton Adviser Today

Our financial advisers are ready to lead you on a journey to financial freedom.

Sanlam Life Insurance is a licensed financial service provider.
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