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Dale Franklin

Head
Asset Consulting

 
Cell: +27 82 450 5444
Tel: +27 11 809 7501
Email: dfranklin@sasfin.com
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Wealth Management  |  Asset Consulting
 
What We Can Do For You
 

Are retirement trustees and management boards always up to date on – or do they always fully understand – what their fund is going to provide to its members? Do they know the funding ratios of their funds – or entirely grasp the concept of Total Expense Ratios? Do they have a fund-specific investment strategy in place? Are they always fully compliant with the statutory and other regulations which govern the sector?

Sasfin Asset Consulting, a strictly advisory service, can deliver the answers to these questions. Sasfin operates in association with other world-class asset advisory services to provide truly un-conflicted and independent advice to retirement funds and institutions. The advice is supported by qualitative and quantitative processes that ensure compliance and allow funds to make confident investment choices on behalf of members.
 

Sasfin Asset Consulting has also made their successful institutional Risk Adjusted Portfolio Range available to individuals, where retirees can invest similar Retail Risk Adjusted Portfolios.
 

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