Helping you create a financial legacy

Harness the expertise of the entire SFP team

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.

About

Who we are

Our people

Financial planners

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Registered Financial Adviser

Marchant Ferries Scott

Connect with us on Facebook

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Our services

What to expect from us

Insurance
Retirement
Investments
Financial Planning
Business Insurance
Fiduciary Services
Medical Cover
GAP Cover

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.