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Corporate and Institutional Asset Consulting Asset Management Fiduciary Solutions Fixed Income Healthcare Consulting Sasfin Wealth Umbrella Retirement Fund
About Sasfin
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Corporate and institutional

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.

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Our offerings

Find out more about Asset Consulting

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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Find out more about Asset Management

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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Find out more about Fiduciary Solutions

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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Find out more about Fixed Income

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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Find out more about Healthcare Consulting

Healthcare Consulting

We provide you with independent and holistic healthcare advise so you may enjoy
custom healthcare solutions.

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Find out more about Sasfin Wealth Umbrella Retirement Fund

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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Raphi's Piece

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