SFP Wealth and its investment committee manage a range of bespoke branded products at extremely competitive rates and provide specific wealth management training and development to upskill our investment-focused advisors along with our product provider partners. We also provide our Wealth advisors with business intelligence on the entirety of their portfolios to better manage their clients’ portfolios and to identify and coordinate campaigns.

We believe that the true purpose of holistic financial planning is to fulfil the needs and goals of the individual investor, and that SFP Wealth clients’ financial plans should be robust, adaptable and centred around what they want out of life. As our name suggests, we offer, as part of our value proposition, the service of finding a suitable successor for the Wealth advisor’s business. In the process of ensuring succession, we enable the advisor to gain a perspective on the real value of the practice itself. Coupled with aggressively competitive commission splits, the Wealth offering is a key consideration for the investment-focused advisor – and you’ll enjoy the benefits of a relationship built on trust.