Sasfin Wealth
At Sasfin Wealth, we believe in a world where people have open, honest conversations about money. We offer a range of solutions coupled with holistic, independent and objective advice to help you set and meet your financial goals. Our experienced investment and advisory professionals are committed to growing the wealth of our clients.
Our offerings
Sasfin | Wealth Advisory: Personalised Financial Planning Service
Our wealth advisors deliver holistic, independent and objective advice to help our clients set and meet their financial goals.
Sasfin Wealth | Portfolio Management & Stockbroking
Our team of experienced portfolio managers are committed to growing the wealth of our clients through high-touch service and tailored local and global investment portfolios.
Sasfin | Fiduciary Services: Wills, Trusts and Estate Planning
Our estate planning services include legal consultations for tax efficiency, trust structuring, will drafting, generational wealth transfers and preservation.
Sasfin | Online Investing: Digital Global Investment Solutions
Invest towards your retirement and other life goals. With access to global investment solutions, you can take control of your financial wellbeing.
Sasfin Wealth | Online Investment Platform: Digital Global Portfolios
The Sasfin Wealth Investment Platform (SWIP) entrusts independent financial advisors with the tools and capabilities to invest towards the financial futures of their clients.
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