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.
Head: SFP Wealth
Business Development Manager
Business Administrative Consultant
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.
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.