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