Skip Ribbon Commands
Skip to main content
  • Error loading navigation: TermStore not found

Skip Navigation Linksdefault Individual Investors

Contact

  • 087 371 1456
Skip Navigation LinksSPF Wealth

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

 

 

Our Offeringhttp://www.sfpwealth.co.za/individualinvestors/Pages/our-offering.aspxOur OfferingSFP Wealth offers dynamic advice and support, and takes a holistic approach to planning for your financial future.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Our%20Offering.jpg?RenditionID=2, /SFP Banner Images/Our Offering.jpg?RenditionID=2
Why Partner with an SFP Wealth Adviserhttp://www.sfpwealth.co.za/individualinvestors/Pages/why-partner-with-a-sfp-wealth-adviser.aspxWhy Partner with an SFP Wealth AdviserWe strive to fulfil the needs and goals of individual investors, through a financial plan that’s robust and adaptable.http://www.sfpwealth.co.za/SFP%20Banner%20Images/Why%20Partner%20with%20a%20SFP%20Wealth%20Adviser.jpg?RenditionID=2, /SFP Banner Images/Why Partner with a SFP Wealth Adviser.jpg?RenditionID=2

Contact an SFP Wealth Registered Financial Adviser Today

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

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.

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam