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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

Disclaimer

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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.

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