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Succession Planning

The ideal exit strategy for business and clients

Our Succession Planning is based on finding a suitable successor for the adviser’s business. In the process of ensuring succession, we enable the adviser to gain a perspective on the real value of the practice itself.

SFP Wealth will facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death. We help formulate succession strategies that meet the needs of the financial adviser, and we go to great lengths to ensure that your clients are cared for by a successor who shares your values.

 

 

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

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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