
Clients
- Solutions for every life stage
- Engaging with us
- Get in touch
Choose a product to find out more
- All products
- Loss of life
- Invest for growth
- Healthcare
- Short-term insurance
- Financial advice
- Retirement
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 benefits
Medical cover is the most beneficial means of obtaining professional medical care when you most need it. It covers those unexpected medical costs.
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 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.
Business solutions
Making sure your business is covered for any scenario should form part of your business’s financial planning. We offer comprehensive solutions.
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
Having the right insurance in place will give you peace of mind, knowing that your car, household possessions, and other valuables are protected.
Investment solutions
Depending on your needs, risk appetite and goals, a variety of investment solutions will be considered to put your portfolio together.
Investment planning
Investment planning is the process of creating and preserving wealth to meet your investment goals and objectives.
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.
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.
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.
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.
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.
Investment solutions
Depending on your needs, risk appetite and goals, a variety of investment solutions will be considered to put your portfolio together.
Investment planning
Investment planning is the process of creating and preserving wealth to meet your investment goals and objectives.
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
Having the right insurance in place will give you peace of mind, knowing that your car, household possessions, and other valuables are protected.
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.
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 income
How much you draw as an income from your retirement savings is dependent on your needs. Reap the benefits with a structured plan.
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.
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
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.