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We'll help you create a financial legacy

Ensuring financial freedom

Smart, personalised planning, so you can live life on your terms.

Financial Advisors

Clients

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PRODUCTS AND SERVICES

What do you need help with?

With a team of financial experts at hand, SFP can assist both individual investors and advisors with a range of customised solutions.
  • Products
Financial planning
We’ll help you create a financial plan of action to ensure resilience, from now into retirement.
Investing for growth
Let us assist with investment solutions that align with your needs, risk appetite and goals.
Loss of life
We can assist you with life cover and estate administration solutions for peace of mind.
Protecting your business
We provide tailored business protection solutions to help you safeguard your company against the unexpected.
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ABOUT SFP

What we do

Financial planning is the process of creating, protecting, utilising, and preserving wealth throughout a person's lifetime, and beyond, to leave a legacy of financial stability.

At SFP, we help our clients create a plan of action and coordinate its management to ensure that they’re able to achieve their future financial goals.
EXPERT ADVICE

Financial support for advisors and clients

  • Experts

Become an advisor

We’ve created an environment where financial advisors are supported by a dedicated management and support team that utilises the best industry knowledge, advice, and practice management processes to encourage sustainable growth and success within your business.

Become a client

As a client of SFP,  you benefit from more than the knowledge of a single professional – you harness the expertise of an entire team. Our world-class financial services and expertise enable us to meet our clients’ individual needs.
Company information

Why you should join SFP

Founded in 2010, we are South Africa's largest choice insurance brokerage, proudly serving clients nationwide through our extensive national footprint with 450+ advisors, 50k+ clients, and R40bn+ in assets — ready to guide your financial journey.

Request a callback today and let’s start planning your future.
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Get advice

Interested in growing your wealth or supporting your clients' financial success? Leave your details and an expert from SFP will call you back to discuss how we can help you achieve your goals.
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