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We'll help you create a financial legacy

Building lasting partnerships between clients and advisors.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         

Ensuring financial freedom

Smart, personalised planning, so you can live life on your terms.                                                                                                   

Financial Advisors

Clients

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  • Our Values
  • What we do
  • Our people
  • Our clients
OUR VALUES

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.
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WHAT WE DO

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
OUR PEOPLE

Meet the management team

OUR CLIENTS

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
in the event of:
  • Death
  • Disability
  • Loss of income
  • Illness
  • Asset protection
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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.
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021 912 3920 admin@succession.co.za
Barinor's Vineyard North 99 Jip de Jager Road The Vineyards Office Estate Bellville 7530

Financial Advisors

Financial Advisors
Why partner with SFP?
SFP Wealth
SFP Short-term
Broker Support Centre

Clients

Clients
Financial Planning
Life Cover
Short-term Insurance
Investment planning and solutions
Fund Fact Sheets
Saving for Retirement
Wills and Trusts
Healthcare Benefits
Business Owners

Legal

Terms of Use
SFP Conflict of Interest Management Policy
Promotion of Access to Information Manual
SFP FSCA Licence
NCR Licence
Privacy Notice
PAIA Form 2
PAIA Form 3
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