We'll help you create a financial legacy
Building lasting partnerships between clients and advisors.
- Our Values
- What we do
- Our people
- Our clients
Our core values help drive our business
- Our Values
Respect for people
We understand that all clients are in different life stages in their personal wealth journey. We respect all persons by providing holistic financial planning to any client who chooses us as their primary advice dispenser.
Acting with integrity
We care about the level of service we provide and the validity of the solutions we offer. We commit to providing you with the best solutions based on honest advice and sound moral principles.
Leading with courage
We embrace the complexities of bringing clients and advisors close to one another to achieve their goals. With a strong presence in the market with stakeholders, such as product providers and regulatory bodies, we ensure a fruitful partnership for all.
Caring for one another
Caring for one another is another important value for our team at SFP; this includes both our clients and advisors. We want to create a business that is familial and reliable, so that all stakeholders feel valued.
Financial planning from start to end
Financial planning is the process for the creation, protection, use and preservation of wealth during a person’s lifetime and thereafter; to leave a legacy of financial soundness. At SFP, we believe that our clients deserve the peace of mind knowing that their financial affairs are in good standing by following the industry-recognised Six Steps of Financial Planning. We aid in creating a plan of action and coordinate the management of the plan to ensure that you achieve your future financial goals. This includes:
Risk planning
Savings and retirement
Estate planning
Business assurance
Investment planning
Short-term insurance
Medical aid cover
Employee benefits
Meet the management team
Marius van der Merwe
Andre Krause
Mohammad Malik
Peter Rhoda
Head: Finance
Kekeletso Adel Rateronko
Compliance Officer
Marais Carstens
Human Resource Business Partner
Janneke Gerber
Regional Manager (Western Cape)
St John Hatha
Regional Manager (Gauteng)
Carin de Robillard
Regional Manager (Pretoria)
Tessa Brennan
Regional Manager (KZN)
Dwayne de Waal
Regional Manager (Great Reef)
Annette Mertsch
Regional Manager (North-East)
Nadia Omar
Head: SFP Short Term
Benefits of being an SFP client
When you become an SFP client, you benefit from more than the knowledge of a single professional – you harness the expertise of an entire team. SFP offers extensive financial services across multiple specialist fields and is licensed to provide clients with life insurance, investment planning, short-term insurance and medical cover.
- Clients
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
Death
Disability
Loss of income
Illness
Asset protection
Get advice
Interested in growing your wealth or supporting your clients' financial success? Leave your details and an expert from SFP will call you back to discuss how we can help you achieve your goals.