Our Approach

sfm - strategic financial management - products & services model - the Molecule

strategic Planning

Enjoy a catalogue of wealth management options and services that cover your entire personal and commercial portfolios:

  • Risk & Investment Insurance
  • Retirement Planning
  • Estate Planning
  • Business Assurance
  • Short Term Insurance (Commercial & Personal)
  • Healthcare


strategic Employee Benefits

sfm offers the full spectrum of employee benefit strategies, structuring the most relevant and appropriate options for your business

  • Tax Management of Employee Benefit Plans
  • Pension Fund Management
  • Retirement Annuity Funds
  • Provident Funds
  • Structuring Funds for Efficiency in a Changing Legislative Environment


strategic Financing

sfm financing provides full single point of contact for strategies that allow you to simply and seamlessly nurture and expand any part of your portfolio

  • Funding
  • Financing
  • Venture Capital
  • Asset Acquisition
  • Capital raising
  • Grant Funding
  • Capitalisation of Asset Acquisition


strategic Legal Services

sfm’s legal associates provide guidance and develop solutions that are relevant to the holistic plan developed for you and your business

  • Conveyancing
  • Contracts
  • Trusts
  • Wills
  • Estate Administration


strategic Accounting Services

Through associate relationships sfm provides proactive structuring and advisory accounting services that comprehensively cover your operating environment

  • Financial Management
  • Bookkeeping Services
  • Proactive Advice & Structuring