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Succession Financial Planning Logo
Succession Financial Planning CB Rank
1862093
Heat Score
46
Succession Financial Planning is an advisory agency that provides financial and wealth management services.
Founded
obfuscation
Private Cape Town, NA - South Africa, South Africa251-500 www.sfpadvice.co.za
Financial Services
Insurance
Wealth Management
Overview

Succession Financial Planning
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Succession Financial Planning

CB Rank
1862093
Succession Financial Planning is an advisory agency that provides financial and wealth management services.
Founded
obfuscation
Private Cape Town, NA - South Africa, South Africa251-500 www.sfpadvice.co.za
Financial Services
Insurance
Wealth Management

Details

Legal Name SUCCESSION FINANCIAL PLANNING ADVISORY SERVICES (PTY) LTD
Also Known As SFP
Operating Status Active
Company Type For Profit
Phone Number 27 21 912 3920
Contact Email admin@succession.co.za
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service to create a financial plan that ensures financial resilience from the present through retirement.
Investment Solutions
Investment services that align with clients' needs, risk tolerance, and financial goals to support growth.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Contacts 12
News
Technology
View Tech Report

Monthly Web Visits

922
-68.31%
 in past month

Active Website Tech Count

26Succession Financial Planning is actively using 26 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Succession Financial Planning's headquarters? Succession Financial Planning is located in Cape Town, NA - South Africa, South Africa.Who are Succession Financial Planning's competitors? Alternatives and possible competitors to Succession Financial Planning may include EFG, Boulderson Group, and  Third Age Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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