Bio

Get to know me

Stephan is an independent financial planner with SFP, having joined in 2018. He has 13 years’ experience in the advice & insurance industry. He builds his advice and services on the cornerstones of professionalism, loyalty, trust and long-term relationships with clients. Please feel free to contact Stephan, should you need assistance with your personal financial plan.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • National Certificate in Wealth Management
  • National Certificate in Financial Services: Wealth Management
  • Higher Education Diploma (Senior Primary)

Interests

Things I like to do

  • Farming
  • Outdoor activities

CAMPAIGNS

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Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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