Personal Financial Advice | Succession Financial Planning

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.

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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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.

Become a client

Become an adviser