SFP Middelburg/Witbank/Mbombela

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SFP Middelburg/Witbank/Mbombela OUR VALUES

Respect for people:
We understand that all clients are in different life stages in their personal wealth journey.

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. We respect all persons by providing holistic financial planning to any client who chooses us as their primary advice dispenser. Acting with Integrity:
We care about the level of service we provide and the validity of the solutions we advise. We commit to providing you with the best solutions based on honesty of advice and sound moral principles. Leading with Courage:
As a business, we bravely embrace the complexities of bringing our clients and advisers close to one another to achieve their goals, coupled with our strong presence in the market with stakeholders; such as product providers and regulatory bodies, we ensure that the partnership is fruitful for all. Caring for One Another:
Caring for one another, both our clients and advisers. We ultimately want to create a business that is familial.

🌍💚 World Mental Health DayTaking care of your mental wellbeing is one of the most important investments you can make in ...
10/10/2026

🌍💚 World Mental Health Day

Taking care of your mental wellbeing is one of the most important investments you can make in yourself.

A little support, a little balance, and a little peace of mind can go a long way.

📈 Today is World Financial Planning Day!A strong financial future starts with a plan. Whether you’re saving for a major ...
07/10/2026

📈 Today is World Financial Planning Day!

A strong financial future starts with a plan. Whether you’re saving for a major milestone, growing your wealth, or planning for retirement, taking control of your finances today can make a meaningful difference tomorrow.

Let’s use this day as a reminder to set goals, review our plans, and take positive steps towards greater financial security.

🎀 Good health is one of life’s greatest assets, yet it’s often something we only truly appreciate when it’s at risk.This...
02/10/2026

🎀 Good health is one of life’s greatest assets, yet it’s often something we only truly appreciate when it’s at risk.

This Breast Cancer Awareness Month, let’s prioritise regular screenings, early detection, and proactive healthcare. Taking care of yourself isn’t just for you, it’s for the family, friends, and loved ones who depend on you every day.

Awareness can save lives. Knowledge empowers action. Make your health a priority. 💗

A nation is built on the stories of its people.This Heritage Day, we celebrate the cultures, traditions, languages and c...
24/09/2026

A nation is built on the stories of its people.

This Heritage Day, we celebrate the cultures, traditions, languages and communities that make South Africa so unique. Together, our differences create a rich heritage that inspires connection, resilience and hope for the future.

Wishing you a day filled with pride, reflection and celebration with family and friends. ❤️💛💚

SFP

Feeling overwhelmed by the thought of drafting a Will? Don’t be! Preparing for your appointment is simpler than you thin...
17/09/2026

Feeling overwhelmed by the thought of drafting a Will? Don’t be! Preparing for your appointment is simpler than you think. 📝

Here are 3 quick things to do before meeting with an advisor:
1️⃣ Jot down your main assets & liabilities
2️⃣ Decide who you’d like to nominate as beneficiaries and executor
3️⃣ Sit down with a professional to make it legally binding

That’s it! Take step 3 with us this National Wills Week.

sfp sfpadvice

A beautiful day of spoils for the most amazing ladies. Each one perfectly made and exactly who she needs to be, HERSELF!...
09/09/2026

A beautiful day of spoils for the most amazing ladies. Each one perfectly made and exactly who she needs to be, HERSELF! And all together, a perfect bouquet of flowers. Renee Barnard Rene Coetzee Suzan Sivrikaya Smith C H A N E L L E T R U T E R Cherése Stewart Chantal Jacobs Liana Beytell Carla Dacunha Vd Merwe Nanette Koekemoer Benade zandria

Wills month gives us a chance to focus on the cornerstone of your estate planning. Make sure your will is updated, execu...
03/09/2026

Wills month gives us a chance to focus on the cornerstone of your estate planning. Make sure your will is updated, executable, correctly signed and kept in custody.

Vacancy available effective immediately
03/09/2026

Vacancy available effective immediately

14/08/2026

Some office fun with a Friday prank 🤣🤣

Address

22 Samora Machel Street, ACC Building, 1st Floor
Middelburg
1050

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 15:00

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