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