SFP Succession Financial Planning has 2 pillars of service that encompass these insurance related services:
FINANCIAL PLANNING
Under this banner of Financial, life, investments and retirement, their services include:
- Death, disability an Dread disease cover
- Income protection
- Savings planning and products
- Investments
- Retirement Annuities and pension funds
TRUST SERVICES
These services designed to safeguard wealth during and beyond life include:
- Wills and Testaments
- Estate planning
- Setting up of Trusts
- Trust administration
Our Service Partner in Financial services, Life, Investments, Medical and Wills is SFP Succession Financial Planning, a dynamic multi-purpose financial enterprise, servicing business and private clients in the Gauteng region. Their professional services offer an extensive range of products and service options for a myriad of financial and insurance needs, tailor made to suit all budgets. SFP Succession Financial Planning prides itself on personal service, ensuring each client that they are part of the SFP Succession Financial Planning family.
- Our Value proposition.
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- We are experienced professionals in many insurance related disciplines with a successful and long-time association with APBCO brokers.
- Our Financial Advisers give peace of mind through assisting you to make better choices for your retirement, build wealth and invest for the long term to manage life’s transitions.
- Our lifestyle financial plan is a living plan which reflects the dynamic events and goals relevant to you, rather than being a static document.
- We have selected a range of the most trusted medical aids, to help you find the best possible health insurance or medical aid cover to meet your specific requirements and budget.
- The correct drawing up and administration of a will and Trusts and astute estate planning, all ensure that your family and any other beneficiaries may enjoy the maximum benefit from your assets both during your lifetime and beyond.
