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smfp

Self-managed financial planning

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Create wealth

Tools to help you create wealth.

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Protect wealth

Financial exposure after death, disability, trauma or sickness

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Transfer wealth

Estate planning and gifts

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Lifestyle calculations

Weddings, travel, job offers and more

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24/7 assistance

We will answer a financial planning query within 24 hours. You can also choose to see a financial planner and we will supply a list of advisers in your area.

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SMFP Chatbot

In an industry first, we have developed a financial planning Chatbot. Use your natural voice to establish and maintain your financial well-being.

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What we do

Financial planning tools

Financial planning assistance

Financial planning chatbot

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