In a world of information overload the need to distill the essential factors when considering investments is critical. Sasfin’s experienced wealth advisors provide the relevant expertise in creating the most optimal investment portfolio and structures for you.
The Sasfin Securities stockbrokers are experts in the local and international equity markets. They are able to manage client’s equity portfolios specific to the investors unique risk appetite.
Our Financial Planners are able to provide a complete investment solution which includes the necessary tax and trust structures, asset allocation, retirement planning and risk management. Financial Planners also consult with retirement funds in structuring risk adjusted portfolios for their members in conjunction with Sasfin's Asset Consulting division. We are one of the only un-conflicted, independent financial planning businesses in South Africa.
Sasfin Asset Managers develop and acquire investment products and funds. Financial advisors use these specific investment vehicles when structuring portfolios for their clients. The division also houses Sasfin's very successful Asset Consulting division, which develops products targeted at providing risk adjusted portfolios to retirement funds.
Sasfin Asset Consulting is one of the few un-conflicted, independent asset consulting businesses in South Africa. We advise companies on how best to invest their retirement funds and to make confident investment choices on behalf of their members.