We assist corporate employer groups or individual members by coordinating umbrella retirement funds. Our consultants also advise clients on healthcare solutions and asset management for their businesses.
Our offerings
Asset Consulting
We offer relevant and independent investment advisory services to retirement funds. Supporting and enabling retirement fund trustees in fulfilling their fiduciary duties.
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Asset Management
Our top-rated investment solutions are designed to meet the needs of private investors and include unit trusts, pooled portfolios and structured solutions across multiple asset classes.
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Fiduciary Solutions
Our fiduciary solutions includes estate planning for tax efficiency, trust structuring, will drafting, as well as generational wealth transfers and preservation.
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Fixed Income
The Fixed Income trading team operates as an independent unit within Sasfin Wealth and is equipped to meet the needs of institutional investors.
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Health Consulting
We provide you with independent and holistic healthcare advise so you may enjoy custom healthcare solutions.
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Sasfin Wealth Umbrella Retirement Fund
SWURF is a retirement fund offering enabling members to accumulate retirement capital as part of monthly payroll deductions.
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