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

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.

Our Values

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.

What we do

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.

This includes:

  • Risk Planning
  • Savings & Retirement
  • Estate Planning
  • Succession planning
  • Investment Planning
  • Short Term Insurance
  • Medical Aid Cover
  • Employee benefits

Board of Directors

Jacques Coetzer

Chairman of the Board

Werner Lotriet

Non-executive Director

Jill Rose

Non-executive Director

Management Team

Marius van der Merwe

Managing Director

Andre Krause

Head: Advice & Intermediary Services (Sales)

Marietjie Steyn

Manager: Operations

Peter Rhoda

Financial Manager

Marais Carstens

Human Resource Business Partner

Trevor Le Roux

National Sales Enablement Manager

Thomas Swanepoel

Regional Manager (Western Cape)

John Michel

Regional Manager (Central Gauteng)

Hennie Swanepoel

Regional Manager (North East)

Jonathan Mandell

Regional Business Developer (Eastern Cape)

Giel Kotze

Regional Manager (Midlands)

Abrie Cronje

Regional Manager (Pretoria)

Jakov Meyer

Regional Business Developer (Great Reef – Gauteng Other)

Anton Gouws

Regional Business Developer (Peninsula – Western Cape )


  • 021 912 3920


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