Private clients

At Sasfin Wealth we offer a range of solutions, executed by our experienced investment and advisory professionals, that are tailored to meet the unique needs of our private clients.  

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Our offerings

Asset Management

Our top-rated investment solutions are designed to meet the needs of private investors and include unit trusts, pooled portfolios and structured solutions across multiple asset classes.

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Fiduciary Solutions

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

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Healthcare Consulting

We provide you with independent and holistic healthcare advice so you may enjoy
custom healthcare solutions.

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Online Investing

Invest towards your retirement and other life goals with the Sasfin Wealth Investment Platform (SWIP). With access to global investment solutions, you can take control of your financial wellbeing.

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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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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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