SFP INVEST

Our Offering
Our commitment is the key to your success

We offer our clients holistic and competitive solutions to help them

achieve their stated investments goals, even as markets change and
managers come and go.

The SFP Investment Committee’s Investment Philosophy is built around the

belief that markets are generally inefficient over the short term and
can be exploited through different strategies over the longer term.
These strategies include the following:

Selection of skillful managers (manager selection)

Combination of complementary managers (portfolio construction via optimisation methods)
Successful tactical asset allocation and/or risk management
Combination of Active, Passive and Boutique Asset Managers

We pride ourselves on offering:

Research capabilities
Solutions based on the SFP Wealth advice process
Actively managed for best investment view and always aligned to risk profile
Strong market and manager research underpins investment committee decision making

Admin efficiency
Timeous investment decisions
Treating Customers Fairly (TCF) compliant

Regular communication
Monthly fund fact sheets
Regional feedback sessions
Newsletter communications

Peace of mind
Greater focus on servicing clients
Ability to manage client expectations
Building a professional brand
Meeting regulatory requirements
ABOUT US

The home of industry-leading

financial experts

Succession Financial Planning strives to be a

world-class brokerage that focuses on holistic financial planning,
creating lasting partnerships with all stakeholders and providing
individualised financial services.

SFP is a group of courageous industry participants that have

successfully transitioned through various and increased regulation. We
provide a home for experienced financial advisers that share our
values
and approach to advice, where independence is the cornerstone on
which
we base our business. We respect our clients’ financial affairs and
well-being, and therefore conduct ourselves with the highest level of
professionalism, integrity and diligence.
ABOUT US

The home of industry-leading

financial experts

Succession Financial Planning strives to be a

world-class brokerage that focuses on holistic financial planning,
creating lasting partnerships with all stakeholders and providing
individualised financial services.

SFP is a group of courageous industry participants that have

successfully transitioned through various and increased regulation. We
provide a home for experienced financial advisers that share our
values
and approach to advice, where independence is the cornerstone on
which
we base our business. We respect our clients’ financial affairs and
well-being, and therefore conduct ourselves with the highest level of
professionalism, integrity and diligence.
OUR TEAM

Attie Smit Roulien Snyders

Helgard Muller Marlé Steenkamp

Lynne Discovery Marina Sanlam Denise Van Zyl

Marlene Legal Consultant