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Financial Advisers

Join the SFP network 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.

7 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.

SFP holds a wide array of product provider agreements across the licence categories of life insurance, investment planning, employee benefits, short-term insurance and healthcare. We pride ourselves on the fact that our advisers are able to guide clients to a fully independent choice of solutions across our product provider range, and continued adviser and client choice is the cornerstone of our strategy.

SFP advisers own their practices and are encouraged to maximise the value of this business asset. By making use of well-founded practice development techniques and principles in your practice, you are able to enhance the intrinsic value of the business. The purpose thereof is to make your practice “succession ready” to extract real value at a future date.

Running a profitable financial advice practice can be challenging. SFP assists you through our bespoke practice development programme to:

  • Focus on working on your business, not just in your business
  • Clearly define your client value proposition and brand position
  • Build a sustainable business and marketing strategy
  • Create a practice growth plan by driving key actions with clear performance indicators
  • Develop leadership behaviour and accountability in your support team
  • Map your business structure and plan your succession

By joining SFP you position yourself and your practice within a strong national brand. SFP provides you with the following brand specific items:

  • Investment funds that are independently branded for our adviser base
  • Email addresses at the sfpadvice.co.za domain for you and your staff
  • Web presence at www.sfpadvice.co.za
  • Business cards that are professionally branded
  • Newsletters that are branded and distributed as if compiled by your practice, creating a marketing identity beyond a small practice
  • Compliance – We provide all FAIS and other applicable legislative compliance services, monthly monitoring of advice records, and on-site compliance visits. Our in-house compliance officer provides objective advice and on-going support for all matters of compliance, including a centralised complaints process to support you with dispute resolution. SFP will also handle the annual FSB reporting on your behalf as part of its central licensing.
  • PI cover – SFP holds professional indemnity cover on behalf of all its financial advisers and advice staff.
  • Payroll and commission system – you will be provided with a monthly payslip and commission statement facilitating individual transaction tracking.

As a member of SFP you have access to a bespoke version of XPlan called SanFin. The SanFin suite of advice tools is supported via Sanlam’s technology consultant team to enhance your professional client experience. To assist you with general technology implementation in your practice, we have negotiated a dedicated support agreement for both the software and use of financial planning tools.

As a family of professionals, SFP is more than the individuals that comprise it. From the administrative support to management guidance and professional peers – we all journey together to support your practice. Managing advice in a professional practice is no longer the domain of a single person, as you’ll have a team to support you and enhance your chances of success.

Leave the ground control to us and we leave the flying up to you

Contact SFP today and we’ll help your business achieve a competitive edge.

Disclaimer

© 2017 Sanlam. 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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