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.
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.
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.
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.