SFP Health and Risk - Pty Ltd

SFP Health and Risk - Pty Ltd Succession Financial Planning provides business owners, professionals and employees with a practical

Central to our business model is creating lasting partnerships with clients, financial planners and strategic partners. A philosophy of customer centricity comes to life through:

Treating customers fairly while serving them through understanding; analysis; professional advice and on-going care. It is often said that, “Profit is the applause you receive for taking care of your customers and creat

e a motivating environment for your people”. Having a healthy focus on our financial planners that is based on consistent best-of-breed support to them and their practices, ensures that they can live up to our clients’ expectations. Building prosperous long-term reciprocal relationships with our partners based on sound business ethics. SFP is a wholly owned Sanlam subsidiary which was founded in July 2010.Sanlam funded the development of a financial planning business to grow and develop independent advice. We provide a home for experienced financial planners that share our values and approach to advice. SFP is licenced to market Life; Investment; Short-term and Medical insurance. Independence is the cornerstone on which we base our business. Our core planners specialise in advice for the business market.

24/03/2025

Health and Financial wellness both require long term planning, preventative measures, and expert guidance…today on we are reminded that wellness in all forms requires awareness and early intervention and support.

How are you prioritizing both your health and financial wellness this year? Visit us at SFP so we can show you how: https://www.sfpadvice.co.za/contact/Pages/default.aspx

12/03/2025

We are thrilled to welcome Nicolette Mashile as our Master of Ceremonies at this year's Succession Financial Planning Conference.

Nicolette Mashile is a leading voice in financial literacy, entrepreneurship, and authorship, dedicated to closing Africa’s financial education gap. Through her platform, Financial Fitness Bunnies, she leverages digital media and corporate collaborations to equip individuals and businesses with essential financial knowledge.

Don't miss out as we step into creating a Digitally Driven and Financially Thriving Future.


Thanks to all our clients that attended our local business Wellness Day, hosted by Elevate with AnitaThanks to Annelie T...
20/10/2024

Thanks to all our clients that attended our local business Wellness Day, hosted by Elevate with Anita

Thanks to Annelie Thirion for the amazing Balloon display.

Great attendance today
12/06/2024

Great attendance today

🌟 BNI Southpoint Weekly Feature Presentation! 🌟

This week, we had the pleasure of welcoming the one and only Philip Kraft from SFP! 🎉 Philip enlightened us about Alternative Investment Vehicles, and let me tell you, it was a ride worth taking! 🚗💨

Philip, with his extensive knowledge in Long Term Insurance in South Africa, brought insights and expertise that kept us all on the edge of our seats. 🏖️ He made the complex world of investments feel like a walk on the beach! 🏄‍♂️

From discussing the benefits of diversifying your portfolio to uncovering hidden gems in the investment world, Philip had us all nodding along and taking notes. 📈📝

A big thank you to Philip for sharing his wisdom and making our morning both educational and enjoyable! 👏 If you missed it, don’t worry – we’ll have more amazing presentations coming your way soon! 🚀

📣 Call to Action: Join us next week for another insightful session and be a part of our vibrant community! Network, learn, and grow with BNI Southpoint! 🌍💼

For more information on Alternative Investment products, give Philip Craft a shout on 083 701 0447.

22/05/2024

There are a multitude of reasons why individuals or businesses buy other businesses. There are also several reasons why an individual may choose to sell their business.
In selling or buying a business, it is important to inter alia consider the assets that are for sale, key clients, client and supplier agreements, guarantees, work in progress, inventory, systems and processes, and staff. In preparing a business for sale at the maximum value, it is important that as a business owner you focus on specific key elements in the running of your business.

Follow this link to explore the full article: https://www.sfpadvice.co.za/blog/articles/Pages/selling-or-buying-a-business.aspx





29/08/2023

🌍💼 Get Ahead with Insight: Join Philip Kraft from SFP Health and Risk - Pty Ltd Succession Planning's Global Economic Update! 💼🌍

In today's interconnected world, a ripple in one economy can become a wave that impacts businesses and investments globally 🌐. Understanding these shifts is more crucial than ever, and who better to guide you than our own Chapters Financial Advisor, Philip Kraft?

📊💡Philip is renowned for his keen insights into the international financial landscape. With years of experience and a track record for accuracy, he's your go-to expert for navigating the complexities of global economics.

📅 Mark Your Calendars! 30 August 2023, at 8:30am in Brackenhurst.
Don't miss out on this invaluable session where Philip will dissect current economic trends, explore what they mean for your investments, and provide actionable advice on how to stay afloat in the fluctuating global market.

🔒Secure your financial future by gaining insights that go beyond borders. If you're an investor, entrepreneur, or just curious about what's happening in the world economy, this is an opportunity you won't want to miss.

📩 Get in touch with Philip from SFP Succession Planning to discuss your portfolio requirements. [email protected]

🌟✨

09/08/2023

🎉 Happy Women's Day to all the phenomenal women out there! 💃💐✨

Today, we celebrate the strength, resilience, and achievements of women everywhere. From breaking barriers to reaching for the stars, you are an inspiration to us all. 🌟

Discovery Health premium increases coming into effect from 1 April 2023. Plan changes will be allowed up until the 31st ...
22/03/2023

Discovery Health premium increases coming into effect from 1 April 2023. Plan changes will be allowed up until the 31st March. contact me if you need more info.

03/03/2023

Great article about Monotasking rather than Multitasking

Do you pride yourself on being a multitasker? In today’s digitally overwhelmed world, it may not be as healthy as we’ve been led to believe. Technology allows us to do many more things, all at the same time. From conversations to research to content creation and manual tasks, whether we have an ...

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10 Kirstein Avenue
Edenvale
1609

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

+27837010447

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