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Investment planning and solutions

We offer a range of investment solutions tailored to you, in line with your needs, risk appetite and financial goals.
Ensuring financial freedom to clients
Established in 2010 as a subsidiary of Sanlam
Largest choice insurance brokerage in SA
Ensuring financial freedom to clients
Established in 2010 as a subsidiary of Sanlam
Largest choice insurance brokerage in SA
  • Our approach
  • Your risk profile
  • What we offer
OUR APPROACH

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.
What our investment strategies include:
  • Selection of skilful managers
  • Combination of complementary managers
  • Successful tactical asset allocation and/or risk management
  • Combination of active, passive and boutique asset managers
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YOUR RISK PROFILE

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.
TYPES OF SOLUTIONS

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.
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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.
What do you need help with?
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Barinor's Vineyard North 99 Jip de Jager Road The Vineyards Office Estate Bellville 7530

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