Our registered financial advisers offer dynamic yet holistic financial advice and planning across all the license categories for life insurance, investments, employee benefits, short-term insurance and healthcare. We believe that the true purpose of holistic financial planning is to fulfil the needs and goals of the individual investor, and that your financial plan should be robust, adaptable and centred around what you want out of life.
Succession is key to our business model and we ensure seamless succession of financial advisers with minimal (if any) disruption to our clients. We ensure that all your interests are looked after, irrespective of whether your individual financial adviser is still in service or not. In this way, our clients build a relationship with the business as much as they do with their individual financial adviser.
At SFP Wealth we follow the industry recognised best practice financial planning methodology, which consists of six steps – from Client Engagement, right through to the Implementation of Recommendations and Regular Reviews. These strategically planned steps allow us to help you identify and prioritise your financial goals, and develop a sustainable financial plan to help you achieve success in the allocated time.
Collect Client Information
Analyse and Assess Financial Status
Develop Financial Plan
Implement Financial Plan
Trust our expert financial advisers to help you reach your financial goals.