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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.



Sense of Belonging of BelongingFrom administrative support to management guidance – we all journey together to support your practice., /SFP Banner Images/senseOfBelonging.jpg?RenditionID=2
Succession Planning PlanningOur Succession Planning is based on finding a suitable successor for the adviser’s business., /SFP Banner Images/successionPlanning.jpg?RenditionID=2
Branding by joining SFP, you position yourself and your practice within a strong national brand., /SFP Banner Images/Branding.jpg?RenditionID=2
Ease of Business of BusinessFrom compliance and PI cover to payrolls and technology – we make things easy for your convenience., /SFP Banner Images/easeOfBusiness.jpg?RenditionID=2
Independence holds a wide array of product provider agreements across multiple licence categories., /SFP Banner Images/Independence.jpg?RenditionID=2
Practice Development DevelopmentSFP advisers run their own practices and are encouraged to maximise the value of this business asset., /SFP Banner Images/practiceDevelopment.jpg?RenditionID=2


  • 021 912 3920


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