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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TESTIMONIALS

What my clients have To Say

Susan Botha
Thank you very much for your time and attention today regarding the presentation you made. You gave me peace of mind and in doing so ensured that I was executing the right options to give me the best value for my money. With your knowledge you were able to handle all my questions and I was able to make an informed decision. I look forward to our annual discussions and hope next time we can meet face to face!
Judith Beneke
Magda Prinsloo has been my broker since 2013. For my retirement I approached her to calculate my package for me. She handled me professionally, discussed the necessary steps with me and advised on how to approach my retirement. Had the necessary documents completed in advance and advised me with her knowledge and experience and my investment was then made.
Her knowledge and financial experience are definitely her strong point, and it gave me peace of mind. Whenever I need financial advice or guidance, I have always been received in a friendly and professional manner and given the necessary guidance and even her follow-up visits for my investment were handled extremely efficiently.
Magda maintains an open-door policy which makes her indispensable. She also handles my will with good knowledge and advice. She is a successful financial broker who also shows compassion towards her clients.
Johan Brittz
Magda has been my financial advisor since 1994. During this period of almost 30 years, I have only receiving the best and host financial advisory service from Mage. Magda always went out of her way to ensure the products that she offers her clients, are the best fit and best suited for their unique requirements. I can without any doubt recommend Magda's financial advisory service to any one looking for a very professional financial advisor.

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Short Term Insurance
  • Fiduciary Services
  • Medical Cover
  • GAP Cover
our services
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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.