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

Find out more about Wealth Advisory

Wealth Advisory

Our wealth advisors deliver holistic, independent and objective advice to help our clients set and meet their financial goals.

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Find out more about Portfolio Management and Stockbroking

Portfolio Management and 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.

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Find out more about Fiduciary

Fiduciary

Our estate planning services include legal consultations for tax efficiency, trust structuring, will drafting, generational wealth transfers and preservation.

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Find out more about Online Investing

Online Investing

Invest towards your retirement and other life goals. With access to global investment solutions, you can take control of your financial wellbeing.

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Find out more about Intermediary Investment Platform

Intermediary Investment Platform

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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