SFP Wealth takes pride in offering a wide range of balanced and competitive value offerings that addresses the needs of both growing and established financial planning practices. Working closely with your business, we’ll equip your team with the tools and solutions you need to assist clients in their financial planning needs, and ultimately grow your practice.
Our value proposition is specifically aimed at the financial adviser, who has a predominantly investment focussed practice, and is looking to grow a professional practice by offering clients a holistic approach to financial planning. We are committed to helping financial advisers provide effective advice and run successful businesses that optimise client value. In the end, the trusted combination of good advice and efficient business processes will ensure long-term sustainability for your practice.