We'll help you create a financial legacy

Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, and to ensure that each client achieves financial freedom and wellness regardless of the life stage they find themselves in.

Succession Financial Planning (SFP) was established in 2010 as a proud subsidiary of the Sanlam Group. Today, we are the largest choice insurance brokerage in South Africa with a strong national footprint.

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OUR VALUES
Our core values help drive our business
Respect for people
We understand that all clients are in different life stages in their personal wealth journey. We respect all persons by providing holistic financial planning to any client who chooses us as their primary advice dispenser.
Acting with integrity
We care about the level of service we provide and the validity of the solutions we offer. We commit to providing you with the best solutions based on honest advice and sound moral principles.
Leading with courage
We embrace the complexities of bringing clients and advisers close to one another to achieve their goals. With a strong presence in the market with stakeholders, such as product providers and regulatory bodies, we ensure a fruitful partnership for all.
Caring for one another
Caring for one another is another important value for our team at SFP; this includes both our clients and advisers. We want to create a business that is familial and reliable, so that all stakeholders feel valued.
WHAT WE DO
Financial planning from start to end

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 believe that our clients deserve the peace of mind knowing that their financial affairs are in good standing by following the industry-recognised Six Steps of Financial Planning. We aid in creating a plan of action and coordinate the management of the plan to ensure that you achieve your future financial goals.

This includes:

  • Risk planning
  • Savings and retirement
  • Estate planning
  • Succession planning
  • Investment planning
  • Short-term insurance
  • Medical aid cover
  • Employee benefits
OUR PEOPLE
Meet the management team
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Managing Director

Marius
van der Merwe
Head: Advice and Intermediary Services (Sales)
Andre
Krause
Head: SFP Short-term

Vacant
Head of Technology and Enablement/CIO
Mohammad
Malik
National Sales Enablement Manager
Vacant
Financial Manager

Peter
Rhoda
Compliance Officer

Kekeletso
Adel Rateronko
Human Resource Business Partner

Marais
Carstens
HEAD: LEGAL AND COMPLIANCE

Vacant
Regional Manager (Western Cape)

Janneke
Gerber
Regional Manager (Peninsula)

Anton
Gouws
Regional Manager (Eastern Cape)

Vacant
Regional Manager (Central Gauteng)
St John
Hatha
Regional Manager (Midlands)

Vacant
Regional Manager (Pretoria)

Carin
de Robillard
Regional Manager (KZN)

Tessa
Brennan
Regional Manager (Great Reef)

Dwayne
de Waal
Regional Manager (North-East)

Annette
Mertsch
Centre of Excellence

Louis
Schlebusch
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OUR CLIENTS
Benefits of being an SFP client
When you become an SFP client, 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 advice enable us to meet our clients’ individual needs. SFP offers extensive financial services across multiple specialist fields and is licensed to provide clients with life insurance, investment planning, short-term insurance and medical cover.
We make it easy

Seamless but comprehensive services

Easy execution

Leading technologies and solutions

Digital and paperless services

We know you

Holistic financial planning

Your financial situation

Your life stage

Your family situation

We value you

Create wealth and security

Reach your financial goals

Achieve your aspirations

Master your financial life

We protect you
In the event of:

  • Death
  • Disability
  • Loss of income
  • Illness

Asset protection
Company Information
Copyright © 2024 | All rights reserved.
Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.