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  • 021 912 3920
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Financial Advisers

Join the SFP family and grow your practice.

Succession Financial Planning Advisory Services (Pty) Ltd (SFP) is an independent financial services provider, with a unique focus on the financial adviser looking to grow a professional practice while offering holistic financial planning. Our philosophy is to combine best of breed advice and efficient business processes to create lasting partnerships with advisers and their practices.

Why Partner with SFP?

SFP takes pride in providing a balanced and competitive value offering that addresses the needs of both growing and established financial advice practices. As a leading financial services provider with a national footprint, SFP provides access to preferential support arrangements with multiple providers, thereby optimising opportunities for you.

We believe in an approach that increases the capacity of both financial advisers and their practices, to give advice and run effective businesses that optimise client value. Through combining good advice and efficient business processes, we help you create long-term practice sustainability.

Pillars of our Value Propositions

As a representative under our licence, you are supported by a dedicated management and support team that utilises industry knowledge, advice and practical compliance processes to encourage sustainable growth and success within your business.

 

 

Brandinghttp://www.sfpadvice.co.za/financialadvisers/Pages/branding.aspxBrandingSimply by joining SFP, you position yourself and your practice within a strong national brand.http://www.sfpadvice.co.za/SFP%20Banner%20Images/Branding.jpg?RenditionID=2, /SFP Banner Images/Branding.jpg?RenditionID=2
Ease of Businesshttp://www.sfpadvice.co.za/financialadvisers/Pages/ease-of-business.aspxEase of BusinessFrom compliance and PI cover to payrolls and technology – we make things easy for your convenience. http://www.sfpadvice.co.za/SFP%20Banner%20Images/easeOfBusiness.jpg?RenditionID=2, /SFP Banner Images/easeOfBusiness.jpg?RenditionID=2
Independencehttp://www.sfpadvice.co.za/financialadvisers/Pages/independence.aspxIndependenceSFP holds a wide array of product provider agreements across multiple licence categories.http://www.sfpadvice.co.za/SFP%20Banner%20Images/Independence.jpg?RenditionID=2, /SFP Banner Images/Independence.jpg?RenditionID=2
Practice Developmenthttp://www.sfpadvice.co.za/financialadvisers/Pages/practice-development.aspxPractice DevelopmentSFP advisers run their own practices and are encouraged to maximise the value of this business asset.http://www.sfpadvice.co.za/SFP%20Banner%20Images/practiceDevelopment.jpg?RenditionID=2, /SFP Banner Images/practiceDevelopment.jpg?RenditionID=2
Sense of Belonginghttp://www.sfpadvice.co.za/financialadvisers/Pages/sense-of-belonging.aspxSense of BelongingFrom administrative support to management guidance – we all journey together to support your practice.http://www.sfpadvice.co.za/SFP%20Banner%20Images/senseOfBelonging.jpg?RenditionID=2, /SFP Banner Images/senseOfBelonging.jpg?RenditionID=2
Succession Planninghttp://www.sfpadvice.co.za/financialadvisers/Pages/succession-planning.aspxSuccession PlanningOur Succession Planning is based on finding a suitable successor for the adviser’s business.http://www.sfpadvice.co.za/SFP%20Banner%20Images/successionPlanning.jpg?RenditionID=2, /SFP Banner Images/successionPlanning.jpg?RenditionID=2

Contact

  • 021 912 3920

Disclaimer

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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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