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Skip Navigation LinksIndividual Clients

Our Offering

Our commitment is the key to your success

We offer our clients holistic and competitive solutions to help them achieve their stated investment goals, even as markets change and fund managers come and go. The SFP Investment Committee’s Investment Philosophy is built around the belief that markets are generally inefficient over the short term and can be exploited through different strategies over the longer term.

These strategies include:

  • Selection of skilful asset managers (manager selection)
  • Combination of complementary managers (portfolio construction via optimisation methods)
  • Successful tactical asset allocation and/or risk management
  • Combination of active, passive and boutique asset managers

We pride ourselves on offering:

Research capabilities

  • Solutions based on the SFP advice process
  • Actively managed for best investment view and always aligned to risk profile
  • Strong market and manager research underpins investment committee decision-making

Administrative efficiency

  • Timeous investment decisions
  • Promoting and ensuring fair treatment of customers

Regular communication

  • Monthly fund fact sheets
  • Regional feedback sessions
  • Newsletter communications

Peace of mind

  • Greater focus on servicing clients
  • Ability to manage client expectations
  • Building a professional brand
  • Meeting regulatory requirements



Our Offeringhttp://www.sfpadvice.co.za/individualclients/Pages/our-offering.aspxOur OfferingAt SFP we provide competitive solutions to empower our clients to achieve their investments goals, even as markets change and managers come and go.We empower our clients to achieve their investments goals, even as markets change and managers come and go.http://www.sfpadvice.co.za/SFP%20Banner%20Images/Our-Offering.jpg?RenditionID=2, /SFP Banner Images/Our-Offering.jpg?RenditionID=2
Why Partner with an SFP adviserhttp://www.sfpadvice.co.za/individualclients/Pages/why-partner-with-an-sfp-adviser.aspxWhy Partner with an SFP adviserSFP financial advisers offer life insurance, investment planning, short-term insurance and medical cover. Succession is key to our business model.We strive to provide robust and dynamic financial advice to facilitate your desired lifestyle, future and goals.http://www.sfpadvice.co.za/SFP%20Banner%20Images/Individual-Clients.jpg?RenditionID=2, /SFP Banner Images/Individual-Clients.jpg?RenditionID=2


  • 021 912 3920


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