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About

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 )

Contact

  • 021 912 3920

Disclaimer

© 2019 SFP. All rights reserved.

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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