Financial Planning

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When it comes to Financial Planning, it is critical that you have a partner that understands the importance of guiding you to your financial independence.  We do this through a fiercely independent approach on providing you with objective and impartial financial advice. We utilise a multi-faceted approach to deliver holistic financial planning across investment, retirement, tax, estate and risk planning.

We enable our clients, through our highly skilled and experienced Financial Planners and a structured advice process, to make the right decisions regarding their finances as certain events occur and their circumstances change.  At Sasfin Financial Planning we also have access, and can refer you to, a wide range of other Sasfin divisions, decision makers and specialists be it in asset management, securities, forex, short term insurance, health care, investment research, etc.