- About
- Engaging with us
- The process
- POPIA
What does it entail?
Financial planning is the process to create, protect, use, and preserve your wealth during your lifetime so that you’re able to leave a financial legacy for your loved ones. You deserve peace of mind knowing that your financial affairs are in good standing. We assist in creating a plan of action and offer the necessary support to facilitate the plan to ensure that you achieve your future financial goals.
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
Understanding our holistic financial planning process
- Engage with us
Client engagement
During the client engagement, we establish and define our relationship with you. We discuss services that can be offered, expectations to be met, and needs to be addressed.
Collecting information
In this step, your advisor will ask you a series of questions to obtain personal and financial information required to determine your needs, goals, and objectives.
Analyse and assess financial status
Insurance costs vary based on personal factors like age, health, and lifestyle. Through underwriting, providers assess this information to determine your cover.
Develop financial plan
A prioritised financial plan, specific to you, is developed and proposed based on the needs identified. This includes factors such as your existing financial situation and affordability to implement.
Implementing the financial plan
Once the proposed financial plan is accepted by you, our offices will attend to the implementation of your plan.
Review
The only constant in life is change, and your financial plan should adapt as your life changes. In the last step, we agree on how often your plan needs to be reviewed.
Understanding you
To create a financial plan that truly fits your needs, we require a complete view of your personal and financial situation — including your income, expenses, assets, and goals. The more accurate and detailed this information is, the more tailored and effective your financial plan will be. We take your privacy seriously. In line with the Protection of Personal Information Act (POPIA) and SFP guidelines, your information is handled securely, used only for its intended purpose, and shared only when necessary to implement your financial plan.
To provide you with our financial products and services, and maintain our relationship with you.
To deliver financial advice and intermediary services tailored to your needs.
For more details, please read our full privacy notice.
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.