We’re in the business of creating lasting wealth
SFP Wealth, a division of Succession Financial Planning, is a wealth and investment-focused channel within the largest choice insurance brokerage in South Africa. The Wealth value proposition is specifically aimed at the financial adviser who believes in taking a holistic approach to financial planning, has a predominantly investment-focused business, and is looking to grow a professional practice within this affluent brand.
We also cater to the unique requirements of individual investors, offering dynamic, holistic financial planning across all license categories – including life insurance, investments, employee benefits, short-term insurance and healthcare.