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?...
by SFP Wealth | May 11, 2026 | Financial Planning
The Difference between having a Financial Plan and Random Products. Many people believe they have a financial plan because they have a few policies in place. A retirement annuity here, life cover there and maybe an investment account they opened years ago. But having...
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....
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,...
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...
by SFP Wealth | May 7, 2025 | Blog, Financial Planning
5 Common Financial Issue’s Smart South Africans Face and How to Fix Them As we move through adult hood, life gets busy and financial decisions get more complex. Whether you’re catching up on retirement, building a legacy, or simply trying to reduce your tax...
