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Clients

Ensuring financial freedom

Harness the expertise of the SFP team                                                                                                                                             

Financial Advisors

Talk to us

  • 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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