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

+27 11 809 7500
+27 12 425 6000
Cape Town
+27 87 350 1136
+27 31 271 8700
Port Elizabeth & Plettenberg Bay
+27 41 363 5989
Somerset West
087 365 4900
Sasfin Wealth Email