We'll help you create a financial legacy

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 from start to end

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.

This includes:

  • Risk planning
  • Savings and retirement
  • Estate planning
  • Succession planning
  • Investment planning
  • Short-term insurance
  • Medical aid cover
  • Employee benefits
Meet the management team
Managing Director
Marius van der Merwe
Head: Advice and Intermediary Services (Sales)
Andre Krause
Head: SFP Short-term
Thomas Swanepoel
National Sales Enablement Manager
Trevor le Roux
Head: Operations
Mohammad Malik
Financial Manager
Peter Rhoda
Compliance Officer
Kekeletso Adel Rateronko
Human Resource Business Partner
Marais Carstens
Aileen Sirkissoon
Regional Manager (Western Cape)
Janneke Gerber
Regional Manager (Peninsula)
Anton Gouws
Regional Manager (Eastern Cape)
Jonathan Mandell
Regional Manager (Central Gauteng)
St John Hatha
Regional Manager (Midlands)
Regional Manager (Pretoria)
Carin de Robillard
Regional Manager (KZN)
Tessa Brennan
Regional Manager (Great Reef)
Dwayne de Waal
Regional Manager (North-East)
Michelle Abubaker
Centre of Excellence
Louis Schlebusch
Company Information