Your retirement fund solution for life
The Sasfin Wealth Umbrella Retirement Fund (SWURF) is a retirement fund offering that enables members to accumulate retirement capital and access investment, insurance and healthcare solutions as part of their personal financial planning.
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Why should you establish a retirement fund for your employees?
Watch the video below to learn more about this offering
For an obligation-free analysis or quote, please contact us on:
012 943 6193, swurf@sasfin.com or alternatively we can call you back.
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Key features
Employers have access to a safe and well-governed retirement fund solution that allows their employees to save towards retirement and enables a good retirement outcome for fund members.
- A single retirement solution for life
- Transparency
- Sound governance with an experienced Board of Trustees
- Award-winning investment portfolios
- A cost-effective retirement solution
- Flexibility and adaptability
Ask an advisor to assist you with your business solution
- Growing your book of business
- Not taking part in administrative activities
- Utilising completely transparent and timely management information from our client services platform to monitor operations
- Providing your core value add which is a professional advisory and governance service to employers and members
Contact us today
SWURF
012 943 6193swurf@sasfin.com
Asset Consulting
011 809 7500Healthcare
011 809 7500healthcare@sasfin.com
For more information, contact us today
Crystal de Klerk on swurf@sasfin.com
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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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