Bank Overview

We combine excellent personal service with innovative financial solutions to assist businesses and individuals to bank the way they want, where they want and when they want.

Capital Overview

We provide capital and create tailored solutions to support your business growth, whether you need an equity partner, property investor or a sophisticated corporate financier.

Wealth Overview

Since 1890 we have provided tailored global and local investment offerings to private and institutional clients.

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Wealth Advisory

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

Why us


Holistic financial planning across investments, retirement, and risk planning

Fiercely independent in delivering objective and impartial financial advice

Firm focus building lifetime relationships with our highly valued clients

Highly skilled and experienced wealth advisors delivering superior client experience and on-going servicing

Structured advice processes and sound governance

Partnerships with the best solution providers and investment platforms for transparency and efficiencies

How we do it

  • Our Wealth Advisors deliver our value offering to clients by means of an international best practice approach that engages them in a collaborative financial planning process.
  • The plan they create with you, will provide a sound framework to help you make the right financial decisions as and when your circumstances change.
  • We strive to ensure our advice stays relevant throughout your journey through regular research and keeping abreast of international and local influences and regulatory and industry changes.

Contact us

Johannesburg

Durban

Cape Town

Plettenberg Bay

Pretoria

Port Elizabeth

Somerset West

Sasfin Wealth Email

swip@sasfin.com
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