Holistic financial planning

Holistic financial planning is about your financial success, attained with professional and objective advice.

The process
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ABOUT HOLISTIC FINANCIAL PLANNING
What does it entail?

Financial planning is the process to create, protect, use, and preserve your wealth during your lifetime so that you’re able to leave a financial legacy for your loved ones.

You deserve peace of mind knowing that your financial affairs are in good standing. We assist in creating a plan of action and offer the necessary support to facilitate the plan to ensure that you achieve your future financial goals.

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ENGAGING WITH US
Our journey to success

When you engage with our offices, you'll be interacting with a dedicated financial adviser as well as our committed support staff to meet your financial needs, goals and objectives.

We will provide you with an industry-endorsed approach to make sure that your financial needs are holistically understood, planned for, executed, and reviewed on a regular basis.

We make it easy

Seamless but comprehensive services

Easy execution

Leading technologies and solutions

Digital and paperless services

We know you

Holistic financial planning

Your financial situation

Your life stage

Your family situation

We value you

Create wealth and security

Reach your financial goals

Achieve your aspirations

Master your financial life

We protect you
In the event of:

  • Death
  • Disability
  • Loss of income
  • Illness

Asset protection
THE PROCESS
Understanding our holistic financial planning process
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1
During the client engagement, we establish and define our relationship with you. We discuss services that can be offered, expectations to be met, and needs to be addressed.
2
In this step, your adviser will ask you a series of questions to obtain personal and financial information required to determine your needs, goals, and objectives.
3
From the information provided in the previous step, a comprehensive analysis is done to compare your existing financial situation to your desired one.
4
A prioritised financial plan, specific to you, is developed and proposed based on the needs identified. This includes factors such as your existing financial situation and affordability to implement.
5
Once the proposed financial plan is accepted by you, our offices will attend to the implementation of your plan.
6
The only constant in life is change, and your financial plan should adapt as your life changes. In the last step, we agree on how often your plan needs to be reviewed.
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GETTING TO KNOW YOU
Understanding you
To develop a specific plan tailored for you, it is vital to have as much personal and financial details as possible. This includes pertinent information to your current life stage, such as your balance sheet, income and expenses as well as communicating your hopes, dreams, and aspirations. By utilising all your data, we can provide you with a customised financial plan.
PROTECTION OF PERSONAL INFORMATION
Your information is
safe and secure

We adhere to the guidelines afforded by SFP in line with the Protection of Personal Information Act (POPIA), in which we are committed to keeping your information confidential and only process such information with the intent and purpose it was collected. Where necessary, information will be shared to action any recommendations provided.

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Start your journey
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Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.