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Skip Navigation LinksSPF Wealth

About Us

We’re in the business of creating lasting wealth

SFP Wealth, a division of Succession Financial Planning Advisory Services (Pty) Ltd (herein referred to as SFP), is an independent financial services provider. Our value proposition is specifically aimed at the financial adviser who believes in taking a holistic approach to financial planning, has a predominantly investment focussed practice, and is looking to grow a professional practice.

We also cater to the unique requirements of individual investors, offering dynamic, holistic financial planning across all the license categories – including life insurance, investments, employee benefits, short-term insurance and healthcare.

Meet the Team

The SFP Wealth team is made up of financial professions that are committed to building the futures of our valued investors and registered financial advisers. With many years of combined industry experience, these wealth experts have the know-how to provide investors and advisers with detailed insight into the world of financial planning.

Andre Krause

Head: SFP Wealth


Jakov Meyer

Business Development Manager


Jental Moale

Business Administrative Consultant


The SFP Difference

We believe in the rigour of holistic financial planning to fulfil the needs and goals of the individual investor. We follow the industry recognised best practice financial planning methodology, and what truly sets us apart is our belief that a financial plan should be robust, adaptable and completely focused on what you want out of life.

As our name suggests, we ensure seamless succession of financial advisers for our clients. When it comes to our financial advisers, our succession planning approach is based on finding a suitable successor for the adviser’s business. SFP Wealth will therefore facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death.

Our Credentials

SFP Wealth is a division of Succession Financial Planning Advisory Services (Pty) Ltd (herein referred to as SFP). We are a fully licensed financial planning practice, committed to providing our clients with financial advice and support of the highest possible standards.

FSP NO: 41158
SFP is a Licensed Financial Services Provider.


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