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.
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.
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.
Seamless but comprehensive services
Leading technologies and solutions
Digital and paperless services
Holistic financial planning
Your financial situation
Your life stage
Your family situation
Create wealth and security
Reach your financial goals
Achieve your aspirations
Master your financial life