When you become a client of SFP, you benefit from more than the knowledge of a single professional – you harness the expertise of the entire SFP team. Our world-class financial services and advice expertise enables us to meet any of our clients’ individual needs. SFP offers extensive financial services across multiple specialist fields and is licensed to provide our clients with life insurance, investment planning, short-term insurance and medical cover.
Succession is key to our business model and we ensure seamless succession of financial advisers with minimal (if any) disruption to our clients. We ensure that all your financial interests receive proper attention, irrespective of whether your individual SFP financial adviser is still in service or not. In this way, our clients build a relationship with the business as much as they do with their individual SFP financial adviser.
At SFP we follow the industry recognised best practice financial planning methodology, which consists of six steps – from Client Engagement, right through to the Implementation of Recommendations and Regular Reviews. These strategically planned steps allow us to help you identify and prioritise your financial goals, and develop a sustainable financial plan to help you achieve success in the allocated time.