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Individual Investors

The power of holistic financial planning

We believe in the rigour of holistic financial planning, to fulfil the needs and goals as set out by you – our valued client. What truly sets us apart is our commitment to crafting financial plans that are robust, adaptable and completely focused on what you want out of life. We pride ourselves on offering our clients quality, choice and flexibility by sourcing the most appropriate solutions from a broad range of trusted product partners and providers. Our approach is rooted in the belief that our clients should benefit from continued professional financial planning, regardless of what the future brings.

Investor Benefits

Succession is part of our name, and we don’t take it lightly. Regardless of the circumstances, we go to great lengths to ensure the seamless succession of financial advisers for our clients. Whether your individual financial adviser is still in service or not, we guarantee that your interests will always be looked after.

Our practical, yet comprehensive approach to financial planning will help you to:

  • Define a clear vision for the growth, protection and transfer of your wealth.
  • Cover all your risks to protect yourself, dependents and business beneficiaries.
  • Plan estate transition by structuring and documenting the transition of wealth according to your wishes.
  • Stick to your plan by regularly reviewing it and aligning it with changing circumstances.
  • Focus on achieving your financial goals without the disruption inevitably caused by a change of a financial adviser (succession is at the heart of our business).

How We Work

SFP Wealth specialises in portfolios that are designed to meet your unique and individual needs, covering the entire risk profile of investment management. We select and combine skilled asset managers in our multi-managed funds, to ensure a holistic and competitive solution that’s geared towards helping you achieve your stated investment goals – even if markets change and managers come and go. Rest assured that your investment needs will always be managed with utmost efficiency, and that you will benefit from the collaborative input of some of the industry’s top investment professionals.

For more information on SFP Portfolios, download the PDF

Our portfolios are backed by the rigorous and proven research capabilities of an expert team, thereby offering you the following benefits:

  • Diversification
  • Active management
  • Monthly reporting
  • Manager research
  • Transparency

We take a holistic approach to financial planning, which helps you:

  • Understand your goals
  • Obtain an achievable plan
  • Protect your loved ones
  • Provide for a secure future
  • Have a voice beyond the letter of the law



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Contact an SFP Wealth Registered Financial Adviser Today

Our financial advisers are ready to guide you on your journey to complete financial freedom.


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