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About

The home of industry-leading financial experts

Succession Financial Planning strives to be a world-class brokerage that focuses on holistic financial planning, creating lasting partnerships with all stakeholders and providing individualised financial services.

SFP is a group of courageous industry participants that have successfully transitioned through various and increased regulation. We provide a home for experienced financial advisers that share our values and approach to advice, where independence is the cornerstone on which we base our business. We respect our clients’ financial affairs and well-being, and therefore conduct ourselves with the highest level of professionalism, integrity and diligence.

Our Philosophy

The SFP vision is to be the leader in holistic financial planning for clients. We strive to be the largest professional adviser network in South Africa through the creation of lasting partnerships with all stakeholders while being sustainably compliant with applicable regulatory requirements.

The SFP Difference

We believe in the rigour of holistic financial planning to fulfil the needs and goals of the individual investor. We follow the industry recognised best practice financial planning methodology, and what truly sets us apart is our belief that a financial plan should be robust, adaptable and completely focused on what you want out of life.

As our name suggests, we ensure seamless succession of financial advisers for our clients. When it comes to our financial advisers, our succession planning approach is based on finding a suitable successor for the adviser’s business. SFP will therefore facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death.

The SFP Difference

We believe in the rigour of holistic financial planning to fulfil the needs and goals of the individual investor. We follow the industry recognised best practice financial planning methodology, and what truly sets us apart is our belief that a financial plan should be robust, adaptable and completely focused on what you want out of life.

As our name suggests, we ensure seamless succession of financial advisers for our clients. When it comes to our financial advisers, our succession planning approach is based on finding a suitable successor for the adviser’s business. SFP will therefore facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death.

Our Credentials

Succession Financial Planning Advisory Services (Pty) Ltd (herein referred to as SFP) is a Licensed Financial Services Provider (FSP NO 41158). As a fully licensed financial planning practice, we are committed to providing our clients with financial advice and support of the highest possible standards.

Disclaimer

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The content of the site is owned and licensed by Succession Financial Planning Advisory Services (Pty) Ltd. The provisions below govern the use of this website and your use of this site is subject to it. Please familiarise yourself with these terms of use before using this website. While we endeavour to ensure that the information on this site is accurate and complete, we make no warranties about the accuracy, reliability, completeness or timeliness of information published on this website. The information on this website is intended for general information purposes only and is not intended to serve as any type of advice. To the maximum extent possible under applicable law, we disclaim liability for any claim, loss, injury or damage arising out of or in connection with the use of information and/or goods and/or services available from or through this website, whether direct or indirect including, without limitation, any liability relating to any loss of use, interruption of business, lost profits or lost data, or incidental, special or consequential damages of any kind. Any use of or interaction with this website that could reasonably be construed as being aimed at achieving illegal or unlawful result will be subject to criminal prosecution and/or civil liability. Information transmitted via the internet, including e-mail, is susceptible to unlawful access or monitoring. Users shall bear all risk of transmitting such information in this manner and under no circumstances will Succession Financial Planning Advisory Services (Pty) Ltd. be liable for any loss, harm or damage suffered by them as a result thereof. Succession Financial Planning Advisory Services (Pty) Ltd. reserves the right to request independent verification of any information transmitted via the website or e-mail. Personal information transmitted to us via this website will be treated as confidential and will not be disclosed to any third party without your permission. The website and its contents are the property of Succession Financial Planning Advisory Services (Pty) Ltd. It may not be used in any way without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd. You may not establish a link to this website from a third-party site without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd.

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