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.

Additional content
about

About

Who we are

Our people

Financial planners

TESTIMONIALS

What my clients have To Say

Lyall Dolley
I am pleased to say that I've been a client of Mr Joel for approximately the past 8 to 10 years. Ever since my very first meeting with Toyer I can honestly say that it has been and still is an absolute pleasure having a man of his financial expertise and calibre not only advising me but also dealing with my financial matters.

Mr Joel is always more than willing to go the extra mile. Over the years I've come to know Toyer as a very humble, conscientious, meticulous, well-spoken professional. Even though Toyer and I have come along for such a long period of time, he has never let the level of professionalism with which he handles himself or my affairs slip.

Thank you very much Toyer for all your assistance over the past years. I look forward to continuing our relationship going forward.

Our services

What to expect from us

  • Insurance
  • Retirement
  • Investments
  • Financial Planning
  • Business Insurance
  • Fiduciary Services
  • 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.