Our clients

Benefits when becoming a SFP client

When you become a SFP client, you benefit from more than the knowledge of a single professional – you harness the expertise of the entire SFP team.

Our world-class financial services and advice expertise enables us to meet any of our clients’ individual needs. SFP offers extensive financial services across multiple specialist fields and is licensed to provide our clients with life insurance, investment planning, short-term insurance and medical cover.

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Our Process

6-Step Holistic Financial Planning Model

At SFP we follow the industry recognised best practice financial planning methodology, which consists of six steps – from Client Engagement, right through to the Implementation of Recommendations and Regular Reviews. These strategically planned steps allow us to help you identify and prioritise your financial goals, and develop a sustainable financial plan to help you achieve success in the allocated time.

TESTIMONIALS

What my clients have To Say

Howard Gerrard
Dana has been handling my affairs since about 2005 and keeps in touch with me on a regular basis .

She actually goes above and beyond often and is always eager to help me with matters that fall outside of her portfolio.

I recommend Dana to anyone looking for a serious consultant who is genuinely interested in their welfare.
Grant van Niekerk
I have dealt with Dana for more than 20 years. Dana is always well researched, resourceful, responsive and always puts her client's needs ahead of all else. I value having Dana as my financial advisor friend for all these years and strongly recommend her

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