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