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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about

About

Who we are

Our people

Financial planners

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Medical Cover
  • GAP Cover
our services
our process image

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.