Succession Financial Planning was established in 2010 as a proud subsidiary of the Sanlam Group. SFP is the largest independent insurance brokerage in South Africa with a strong national footprint.
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.
We care about the level of service we provide and the validity of the solutions we advise. We commit to providing you with the best solutions based on honesty of advice and sound moral principles.
As a business, we bravely embrace the complexities of bringing our clients and advisers close to one another to achieve their goals, coupled with our strong presence in the market with stakeholders; such as product providers and regulatory bodies, we ensure that the partnership is fruitful for all.
Caring for one another, both our clients and advisers. We ultimately want to create a business that is familial.
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.
Financial Planning is the process for the creation, protection, use and preservation of wealth during a person’s lifetime and thereafter; in order to leave a legacy of financial soundness. At SFP we believe that our clients deserve peace of mind by knowing that their financial affairs are in good standing by following the industry recognized 6 Steps of Financial Planning. We aid in creating a plan of action and coordinate the management of that plan to ensure that you achieve your future financial goals.
Chairman of the Board
Head: Advice & Intermediary Services (Sales)
Human Resource Business Partner
National Sales Enablement Manager
Regional Manager (Western Cape)
Regional Manager (Central Gauteng)
Regional Manager (North East)
Regional Business Developer (Eastern Cape)
Regional Manager (Midlands)
Regional Manager (Pretoria)
Regional Business Developer (Great Reef – Gauteng Other)
Regional Business Developer (Peninsula – Western Cape )