A choice financial services provider
Succession Financial Planning (SFP) is a choice financial services provider with a unique focus on the Registered Financial Adviser looking to grow a professional practice while offering holistic financial planning to its clients. SFP is a wholly-owned subsidiary of the Sanlam Group, founded in 2010.
We believe in an approach that increases the financial advisers' and their practices' capacity to give advice and run effective businesses that optimise practice value.
SFP has created an environment where, as a representative under our licence, you are supported by a dedicated management and support team that utilises best-of-breed industry knowledge, advice, and practical practice management processes to encourage sustainable growth and success within your business.
SFP takes pride in providing a balanced and competitive value offering that addresses the needs of both growing and established financial planning practices. Being an established financial services provider with a national footprint, SFP enables access to preferential support arrangements with multiple providers, thus optimising opportunities for you.
We pride ourselves that our advisers can guide clients to a fully independent solution across our product provider range. We commit ourselves to continued adviser and client choice as the cornerstone of our strategy.
SFP also offers investment funds and solutions branded for our adviser force, which are hosted across multiple platforms.
At SFP, you have free access to a bespoke version of XPlan called SanFin. The SanFin suite is an Advice and Client Relationship Management (CRM) tool supported via Sanlam’s Group Technology division to enhance your experience. You will get a monthly payslip and commission statement along with various other practice analysis and management reporting facilities via our CRM tool to optimise and plan your financial strategies within your practice.
We’ve compiled some useful information for your convenience. Feel free to have a look through the below documents if you want to find out more about the work we do at SFP.