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

Why us

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Holistic financial planning across investments, retirement, and risk planning

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Fiercely independent in delivering objective and impartial financial advice
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Firm focus building lifetime relationships with our highly valued clients
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Highly skilled and experienced wealth advisors delivering superior client experience and on-going servicing
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Structured advice processes and sound governance
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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
+27 11 809 7500
Pretoria
+27 12 425 6000
Cape Town
+27 87 350 1136
Durban
+27 31 271 8700
Port Elizabeth & Plettenberg Bay
+27 41 363 5989
Somerset West
087 365 4900
Sasfin Wealth Email
swip@sasfin.com