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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

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Jakov Meyer

Business Development Manager

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Jental Moale

Business Administrative Consultant

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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.

Disclaimer

© 2019 Sanlam. All rights reserved.

The content of the site is owned and licensed by Succession Financial Planning Advisory Services (Pty) Ltd. The provisions below govern the use of this website and your use of this site is subject to it. Please familiarise yourself with these terms of use before using this website. While we endeavour to ensure that the information on this site is accurate and complete, we make no warranties about the accuracy, reliability, completeness or timeliness of information published on this website. The information on this website is intended for general information purposes only and is not intended to serve as any type of advice. To the maximum extent possible under applicable law, we disclaim liability for any claim, loss, injury or damage arising out of or in connection with the use of information and/or goods and/or services available from or through this website, whether direct or indirect including, without limitation, any liability relating to any loss of use, interruption of business, lost profits or lost data, or incidental, special or consequential damages of any kind. Any use of or interaction with this website that could reasonably be construed as being aimed at achieving illegal or unlawful result will be subject to criminal prosecution and/or civil liability. Information transmitted via the internet, including e-mail, is susceptible to unlawful access or monitoring. Users shall bear all risk of transmitting such information in this manner and under no circumstances will Succession Financial Planning Advisory Services (Pty) Ltd. be liable for any loss, harm or damage suffered by them as a result thereof. Succession Financial Planning Advisory Services (Pty) Ltd. reserves the right to request independent verification of any information transmitted via the website or e-mail. Personal information transmitted to us via this website will be treated as confidential and will not be disclosed to any third party without your permission. The website and its contents are the property of Succession Financial Planning Advisory Services (Pty) Ltd. It may not be used in any way without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd. You may not establish a link to this website from a third-party site without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd.

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