We'll help you
create a
financial legacy.
PRODUCTS AND SERVICES
What do you need
help with?

With a team of financial experts at hand, SFP can assist both individual investors and advisers with a range of customised solutions.

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Financial planning
We’ll help you create a financial plan of action to ensure resilience, from now into retirement.
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Investing for growth
Let us assist with investment solutions that align with your needs, risk appetite and goals.
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Loss of life
We can assist you with life cover and estate administration solutions for peace of mind.
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ABOUT SFP
What we do

Financial planning is the process for the creation, protection, use and preservation of wealth during a person’s lifetime and thereafter, to leave a legacy of financial soundness.

At SFP, we help our clients create a plan of action and coordinate its management to ensure that they’re able to achieve their future financial goals.

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EXPERT ADVICE
Financial support for
clients and advisers

As a client of SFP, you benefit from more than the knowledge of a single professional – you harness the expertise of an entire team. Our world-class financial services and expertise enable us to meet our clients’ individual needs.

We’ve also created an environment where financial advisers are supported by a dedicated management and support team that utilises the best industry knowledge, advice, and practice management processes to encourage sustainable growth and success within your business.

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Become an adviser
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Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.