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The Future of Financial Advice: What Changes, and What Still Matters

The Future of Financial Advice: What Changes, and What Still Matters

by SFP Wealth | Oct 21, 2026 | Blog, Financial Planning

The Future of Financial Advice: What Changes, and What Still Matters Technology is changing how we access financial information, how we invest and what we expect from financial advisers. But as the industry evolves, what should clients actually be looking for?...
The Financial Documents Every Family Should Be Able to Find

The Financial Documents Every Family Should Be Able to Find

by SFP Wealth | Jul 15, 2026 | Blog, Tips

The Financial Documents Every Family Should Be Able to Find Imagine receiving a phone call in the middle of the night. A family member has been admitted to hospital. Someone urgently needs medical aid information. Or perhaps an insurance claim needs to be submitted...
Medical Aid Is Not Just a Policy. It Is Part of Your Bigger Financial Plan.

Medical Aid Is Not Just a Policy. It Is Part of Your Bigger Financial Plan.

by SFP Wealth | Apr 23, 2026 | Blog

Medical Aid Is Not Just a Policy. It Is Part of Your Bigger Financial Plan. When most people think about medical aid, they think about monthly contributions, hospital plans, benefit limits, and whether their claims will be paid. But medical aid is about far more than...
Make Sure These 4 Essentials Are Sorted for 2026

Make Sure These 4 Essentials Are Sorted for 2026

by SFP Wealth | Dec 10, 2025 | Blog, Financial Planning

Make Sure These 4 Essentials Are Sorted for 2026 December is here — and while many of us are counting down to a well-earned break, it’s also the perfect moment to pause and make sure your financial foundations are in good order before you switch off for the holidays....
Five Life Changes That Should Trigger a Financial Plan Review

Five Life Changes That Should Trigger a Financial Plan Review

by SFP Wealth | Oct 18, 2025 | Blog, Financial Planning

Five Life Changes That Should Trigger a Financial Plan Review Your financial plan should move when your life does. Just like a GPS recalculates when you take a new route, your financial plan needs to adapt when circumstances change. Even small shifts in income,...
Your Financial Plan Is Like a GPS: Here’s Why You Need to Recalculate Regularly

Your Financial Plan Is Like a GPS: Here’s Why You Need to Recalculate Regularly

by SFP Wealth | Oct 7, 2025 | Blog, Financial Planning

Your Financial Plan Is Like a GPS: Here’s Why You Need to Recalculate Regularly When your GPS says “recalculating,” it’s not panicking, it’s simply helping you get back on track. Your financial plan works the same way. Life doesn’t stand still. You might receive a...
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