Succession Financial Planning

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Succession Financial Planning When you become a client of SFP, you benefit from more than the knowledge of one professional – you harness the expertise of the entire SFP team.

Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, ensuring that each client achieves financial freedom and wellness regardless of the life-stage they find themselves in. Our best-in-class financial services and advice expertise enables us to meet any of our client’s needs. SFP has extensive financial services expertise across many specialist fields and is licensed for life, investment, short-term and medical insurance. Succession Financial Planning Advisory Services is a licensed financial services provider FSP 41158

Are you growing your financial advisory business, or simply creating more work for yourself?Many advisers reach a point ...
20/10/2026

Are you growing your financial advisory business, or simply creating more work for yourself?

Many advisers reach a point where their own success becomes the very thing limiting future growth.

This Friday on PROpulsion LIVE, Francois du Toit, is joined by Marius van der Merwe to discuss what it takes to move from being the person who does everything to building a business that can grow and thrive without depending entirely on you.

We'll cover:
✅ Why advisers often become the bottleneck in their own businesses
✅ Creating clear strategies and repeatable systems
✅ Leveraging people and technology more effectively
✅ Building long-term business value
✅ Succession planning and creating a transferable business

📅 23 October 2026
🕗 08:00 AM SAST
🎥 Watch live: https://youtube.com/live/qHxnixDFsEI

Whether you're a solo adviser or leading an established practice, this conversation will help you take the next step towards sustainable growth.

💗 International Breast Cancer Awareness DayToday, we join the global community in raising awareness about breast cancer ...
19/10/2026

💗 International Breast Cancer Awareness Day

Today, we join the global community in raising awareness about breast cancer and the importance of early detection.

Breast cancer impacts countless lives, but through education, regular screenings, and support, we can help make a difference. We honour survivors, remember those we have lost, and stand alongside everyone currently facing this journey.

Let's continue to spread awareness, encourage check-ups, and support one another.

Together, awareness can save lives. 🎀

🌍💚 World Mental Health DayTaking care of your mental wellbeing is one of the most important investments you can make in ...
10/10/2026

🌍💚 World Mental Health Day

Taking care of your mental wellbeing is one of the most important investments you can make in yourself.

A little support, a little balance, and a little peace of mind can go a long way.

📈 Today is World Financial Planning Day!A strong financial future starts with a plan. Whether you're saving for a major ...
07/10/2026

📈 Today is World Financial Planning Day!

A strong financial future starts with a plan. Whether you're saving for a major milestone, growing your wealth, or planning for retirement, taking control of your finances today can make a meaningful difference tomorrow.

Let's use this day as a reminder to set goals, review our plans, and take positive steps towards greater financial security.

🎀 Good health is one of life's greatest assets, yet it's often something we only truly appreciate when it's at risk.This...
02/10/2026

🎀 Good health is one of life's greatest assets, yet it's often something we only truly appreciate when it's at risk.

This Breast Cancer Awareness Month, let's prioritise regular screenings, early detection, and proactive healthcare. Taking care of yourself isn't just for you, it's for the family, friends, and loved ones who depend on you every day.

Awareness can save lives. Knowledge empowers action. Make your health a priority. 💗

24/09/2026

FAnews is SA’s premier broker and advisory specific news and information magazine (print and digital) and online portal.

A nation is built on the stories of its people.This Heritage Day, we celebrate the cultures, traditions, languages and c...
24/09/2026

A nation is built on the stories of its people.

This Heritage Day, we celebrate the cultures, traditions, languages and communities that make South Africa so unique. Together, our differences create a rich heritage that inspires connection, resilience and hope for the future.

Wishing you a day filled with pride, reflection and celebration with family and friends. ❤️💛💚

Are you making the most of your final decade before retirement?Retirement isn't simply a date on the calendar. It's one ...
23/09/2026

Are you making the most of your final decade before retirement?

Retirement isn't simply a date on the calendar. It's one of life's biggest transitions.

The ten years leading up to retirement can shape your financial security, your family's future, and the legacy you leave behind.

From financial certainty and family preparedness to purpose and legacy, discover why the final decade before retirement may be the most important planning period of all.

Follow this link to read André Krause's latest article: https://www.fanews.co.za/article/talked-about-features/25/straight-talk/1146/the-final-decade-the-most-important-financial-planning-period-nobody-talks-about/44705



Andre Krause

🕊️ Peace creates the foundation for stronger communities, meaningful progress, and lasting prosperity.This International...
21/09/2026

🕊️ Peace creates the foundation for stronger communities, meaningful progress, and lasting prosperity.

This International Day of Peace, let’s invest in understanding, unity, and a brighter future for all. By fostering trust, respect, and collaboration, we can help create a world where individuals, families, and communities have the opportunity to thrive. 🌍

National Wills Week may be wrapping up, but your opportunity to secure your family's future isn't! 💫Taking 30 minutes to...
18/09/2026

National Wills Week may be wrapping up, but your opportunity to secure your family's future isn't! 💫

Taking 30 minutes today to organize your estate planning saves your family months of uncertainty tomorrow. Give yourself and them the ultimate gift of peace of mind.

📩 Ready to tick this off your to-do list?

Click the link to visit our website to reach out to an SFP advisor: https://www.sfpadvice.co.za/sfp/clients


Address

99 Jip De Jager Drive
Durbanville
7530

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+27219123920

Website

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