- Our approach
- Your risk profile
- What we offer
What we offer
We understand our clients’ needs and investment experience, offering expert multi-managed solutions that adapt to market changes while staying focused on your goals.
Selection of skilful managers
Combination of complementary managers
Successful tactical asset allocation and/or risk management
Combination of active, passive and boutique asset managers
Why your risk profile matters
A risk profile is an analysis of your tolerance towards risk. The analysis considers your ability to take on risk as well as your general attitude towards investing. A series of questions are asked to determine what your risk profile is. This is done to select funds suitable for your investment needs. An SFP advisor can guide you on your journey to investing by helping you to first determine your risk profile – an important part of the planning process.
Addressing your investment needs
Depending on your needs, risk appetite and goals, a variety of investment solutions may be considered by our team to meet your financial planning needs. Here’s what we offer:
- Addressing your investment needs
Unit Trust
A unit trust pools money from multiple investors to invest across various asset classes — like shares or cash — providing access to opportunities often unavailable to individual investors.
TFSA
A tax-free savings account option is one that is beneficial for your investment needs from a tax perspective.
Endowments
Is a solution that may or may not have a life assured. This means the investment is structured like a policy that holds an underlying investment fund that matures (or pays out) after a specified term.
Shares
Direct investment in shares may be possible if you have the appetite for investment risk. Withstanding short-term losses for long-term growth is an investment trait required for this type of solution.
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.