Skip Ribbon Commands
Skip to main content

Skip Navigation Linksdefault Individual Clients

Contact

  • 021 912 3920
Skip Navigation LinksHome

Individual Clients

The power of holistic financial planning

Succession Financial Planning Advisory Services (Pty) Ltd (SFP) is an independent financial services provider. We believe that the purpose of financial planning is to facilitate a desired lifestyle, and build sustainable wealth that can last an entire lifetime. To achieve this, our financial advisers create financial plans that are robust, adaptable and focused directly on what you want out of your life.

Our holistic financial planning model incorporates six steps:

  1. Client Engagement
  2. Collecting Your Information
  3. Analysing Your Financial Status
  4. Developing Your Financial Plan
  5. Implementation of Recommendations
  6. Regular Reviews

These steps allow us to help you identify and prioritise your financial goals and develop a sustainable plan to achieve them.

Benefits of Holistic Financial Planning

  • Obtaining an achievable, dynamic financial plan
  • Protecting your loved ones
  • Providing for a secure future
  • Creating sustainable wealth
  • Giving voice to your last wishes through a will

Contact an SFP Adviser Today

Our financial advisers are ready to lead you on a journey to financial independence.

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.

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam