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

Kenny Archer
Dear Potential Clients,

I want to express my deepest gratitude and appreciation to Dwayne van Schalkwyk and Momentum for their exceptional service and support during a recent plumbing emergency at my home.

It was a Friday afternoon, just minutes before the weekend, when I discovered that the main drain leading to the Municipal line was completely blocked. Panic set in as I realized I needed to find a plumber immediately. The thought of exorbitant weekend rates only added to my stress.

Fortunately, I remembered that I had home insurance and quickly reached out to Dwayne, my insurance representative, to confirm my coverage. Despite being on the road at that time, Dwayne promptly responded and informed me that SOS Assist could assist with the situation. He even offered to provide their contact number to avoid any delays.

Debbie Joubert
I am one of Dwayne's client and he is really good. Had been with him for less than a month when my car was stolen. by 8am Monday all the paperwork for the claim was done and sent for me to sign. He also chased them to get the payout through.

Yashothan
Thank you for the great service. You ensured that my claim was processed timeously, and that I was able to retrieve my valuables from the vehicle. I was always comfortable to email message you to ask questions or get advice.

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