Our Philosophy
SFP Wealth Paarl | Independent Financial Planning for Individuals, Families & Businesses. At SFP Wealth Paarl, we help you grow, protect and structure your wealth with confidence.
As an independent financial adviser, We work closely with individuals, families and business owners to design tailored financial strategies that are practical, tax efficient and sustainable over time. Our advice covers investments, retirement planning, life and disability cover, medical aid, short-term insurance and estate planning all aligned to your long-term goals.
We believe financial planning is not about products, but about people. That’s why we focus on building lasting relationships, understanding your unique circumstances, and providing clear, honest guidance every step of the way. Whether you are building wealth, protecting your family, preparing for retirement or growing a business, we partner with you to create structured solutions that make financial sense now and in the future.
Strategic Wealth Solutions
Wealth Management
Retirement Planning
Estate & Legacy
Customized investment strategies focused on capital growth and risk mitigation, ensuring your portfolio aligns perfectly with your long-term financial objectives.
Comprehensive structural retirement solutions designed to safeguard your lifestyle and provide financial independence throughout your future.
Preserving your heritage through meticulous planning, ensuring your assets are managed and distributed exactly according to your vision and values.
Short Term Insurance
Strategic short-term insurance solutions to protect your lifestyle, assets, and business against unforeseen events with reliable, cost-effective coverage.
Medical Aid
Navigating the complexities of healthcare to find the ideal medical aid plan that balances comprehensive benefits with sustainable premiums for you.
Gap Cover
Essential protection against medical aid shortfalls, ensuring that specialist fees and hospital co-payments are covered without impacting your savings.
Ian Cloete
Certified Financial Planner
With over 34 years of experience in the financial services industry, Ian leads SFP Wealth Paarl with a dedicated vision for holistic wealth stewardship and professional excellence.
John-William Cloete
Registered Financial Planner
John-William provides strategic guidance in estate structuring and tax-efficient wealth planning, crafting bespoke financial solutions for high net worth individuals and family offices.
Keisha Meyer
Medical Aid and Gap Cover Administrator
Keisha specializes in coordinating comprehensive health benefits, ensuring our clients receive seamless administrative support for their medical aid and gap cover requirements.
Experts Dedicated to Your Wealth
Our professional team consists of three expert financial planners and a dedicated administrative back office, providing a holistic and integrated approach to your financial success.
Leroux Cloete
Certified Financial Planner
Leroux specializes in strategic estate preservation and wealth building, providing bespoke advice that addresses the complex requirements of professionals and families alike.
Sanél Christopher
Administrator for Leroux
Sanél ensures Leroux client service delivery remains unparalleled by overseeing every aspect of the partnership experience with precision and professional care.
Short Term Administrator
Chrissie Delport
Chrissie provides expert administrative oversight for short-term insurance, ensuring our clients receive meticulous support and professional management for all their coverage needs.
Get in Touch
We are dedicated to creating lasting partnerships through comprehensive, holistic financial planning tailored to your unique wealth journey.
There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you!
Our Office
Workshop 17 Tabakhuis, Cnr of Tabak and, Louws, Southern Paarl, Paarl, 7646
Contact Details
+27 (0) 21 200 7740
ian.cloete@sfpwealth.co.za & 082 456 0157 leroux.cloete@sfpwealth.co.za & 082 882 5713 jw.cloete@sfpwealth.co.za & 082 882 5688
Connect With Us
HOLISTIC fINANCIAL PLANNING