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Skip Navigation LinksSPF Wealth

Registered Financial Advisers

Empowering you to take your practice to new heights

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.

Why Partner with SFP Wealth

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.

 

 

Building Capital Valuehttp://www.sfpwealth.co.za/financialadvisers/Pages/building-capital-value.aspxBuilding Capital ValueOur bespoke practice development programme is designed to assist financial advisers in growing their practice.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Building%20Capital%20Value.jpg?RenditionID=2, /SFP Banner Images/Building Capital Value.jpg?RenditionID=2
Building Your Brandhttp://www.sfpwealth.co.za/financialadvisers/Pages/building-your-brand.aspxBuilding Your BrandBranding is critical in this modern day and age. Being part of an organisation with a national footprint provides you with a professional brand presence.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Building%20Your%20Brand.jpg?RenditionID=2, /SFP Banner Images/Building Your Brand.jpg?RenditionID=2
Practice Managementhttp://www.sfpwealth.co.za/financialadvisers/Pages/practice-management.aspxPractice ManagementWe offer management tools and strategic planning support that will make it easier for you to run a successful practice.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Practise%20Management.jpg?RenditionID=2, /SFP Banner Images/Practise Management.jpg?RenditionID=2
Product Providers and Solutionshttp://www.sfpwealth.co.za/financialadvisers/Pages/product-providers-and-solutions.aspxProduct Providers and SolutionsWe enable financial advisers to offer their clients quality, choice and flexibility across a range of financial solutions.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Product%20Providers%20and%20Solutions.jpg?RenditionID=2, /SFP Banner Images/Product Providers and Solutions.jpg?RenditionID=2
Research and Insightshttp://www.sfpwealth.co.za/financialadvisers/Pages/research-and-insights.aspxResearch and InsightsSFP Wealth registered financial advisers have access to an independent consulting service with dedicated investment professionals.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Reasearch%20and%20Insights.jpg?RenditionID=2, /SFP Banner Images/Reasearch and Insights.jpg?RenditionID=2
Succession Planninghttp://www.sfpwealth.co.za/financialadvisers/Pages/succession-planning.aspxSuccession PlanningIn the event of retirement, disability, termination or death, we facilitate a seamless exit strategy for our partners.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Succession%20Planning.jpg?RenditionID=2, /SFP Banner Images/Succession Planning.jpg?RenditionID=2

Your Expertise and Our Commitment –
a Powerful Combination

Contact us today, and we’ll give your business the competitive edge.

Disclaimer

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