We'll help you
create a
financial legacy.
PRODUCTS AND SERVICES
What do you need
help with?

With a team of financial experts at hand, SFP can assist both individual investors and advisers with a range of customised solutions.

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.
ABOUT SFP
What we do

Financial planning is the process for the creation, protection, use and preservation of wealth during a person’s lifetime and thereafter, to leave a legacy of financial soundness.

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
clients and advisers

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.

We’ve also created an environment where financial advisers 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.

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