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Clients

Ensuring financial freedom

Harness the expertise of the SFP team

Financial Advisors
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  • Solutions for every life stage
  • Engaging with us
  • Get in touch
SOLUTIONS FOR EVERY LIFE STAGE

Choose a product to find out more

  • All products
  • Loss of life
  • Invest for growth
  • Healthcare
  • Short-term insurance
  • Financial advice
  • Retirement
Loss of life

Life cover

None of us wants to plan for death, disability, and dread disease, but the costs and consequences that occur because of it are well worth making the necessary preparations.

Healthcare

Healthcare benefits

Medical cover is the most beneficial means of obtaining professional medical care when you most need it. It covers those unexpected medical costs.

Loss of life

Wills and trusts

Your will provides guidelines for the distribution of your estate when you pass away, making sure that your loved ones are taken care of when you’re no longer there.

Financial Advice

Financial planning

Financial planning is the process to create, protect, use, and preserve your wealth during your lifetime to leave a financial legacy for your loved ones.

Financial Advice

Business solutions

Making sure your business is covered for any scenario should form part of your business’s financial planning. We offer comprehensive solutions.

Invest for Growth

Fund factsheets

Our portfolios are backed by the rigorous and proven research capabilities of expert teams to ensure that we deliver the best results for our clients.

Short-term insurance

Short-term insurance

Having the right insurance in place will give you peace of mind, knowing that your car, household possessions, and other valuables are protected.

Invest for Growth

Investment solutions

Depending on your needs, risk appetite and goals, a variety of investment solutions will be considered to put your portfolio together.

Invest for Growth

Investment planning

Investment planning is the process of creating and preserving wealth to meet your investment goals and objectives.

Retirement

Retirement income

How much you draw as an income from your retirement savings is dependent on your needs. Reap the benefits with a structured plan.

Retirement

Saving for retirement

We all await the day when it’s time to take a well-deserved break. It’s good to make sure that when the day arrives, you’re well prepared financially.

Loss of life

Life cover

None of us wants to plan for death, disability, and dread disease, but the costs and consequences that occur because of it are well worth making the necessary preparations.

Loss of life

Wills and trusts

Your will provides guidelines for the distribution of your estate when you pass away, making sure that your loved ones are taken care of when you’re no longer there.

Invest for Growth

Fund factsheets

Our portfolios are backed by the rigorous and proven research capabilities of expert teams to ensure that we deliver the best results for our clients.

Invest for Growth

Investment solutions

Depending on your needs, risk appetite and goals, a variety of investment solutions will be considered to put your portfolio together.

Invest for Growth

Investment planning

Investment planning is the process of creating and preserving wealth to meet your investment goals and objectives.

Healthcare

Healthcare benefits

Medical cover is the most beneficial means of obtaining professional medical care when you most need it. It covers those unexpected medical costs.

Short-term insurance

Short-term insurance

Having the right insurance in place will give you peace of mind, knowing that your car, household possessions, and other valuables are protected.

Financial Advice

Financial planning

Financial planning is the process to create, protect, use, and preserve your wealth during your lifetime to leave a financial legacy for your loved ones.

Financial Advice

Business solutions

Making sure your business is covered for any scenario should form part of your business’s financial planning. We offer comprehensive solutions.

Retirement

Retirement income

How much you draw as an income from your retirement savings is dependent on your needs. Reap the benefits with a structured plan.

Retirement

Saving for retirement

We all await the day when it’s time to take a well-deserved break. It’s good to make sure that when the day arrives, you’re well prepared financially.

Engaging with us

Our journey to success

When you engage with our offices, you'll be interacting with a dedicated financial advisor as well as our committed support staff to meet your financial needs, goals and objectives. We will provide you with an industry-endorsed approach to make sure that your financial needs are holistically understood, planned for, executed, and reviewed on a regular basis.

  • 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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