Welcome to SaSo
Financial Advice & Investment Management
To deliver excellent financial outcomes for our clients.
SaSo is an award-winning independent financial advisory and investment management practice that embraces technology to provide holistic financial advice through a personalised service to cater for all of our clients financial needs and outcomes.
Passionate about your wealth
We are passionate about helping and guiding our clients to achieve their long-term financial outcomes.
Planning on a comfortable financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. That’s where SaSo can help.
SaSo is independent, discrete and personal, technology-led and progressive, flexible and competitive – but above all focussed on our clients and the service we provide.
SaSo Wealth Service (SWS)
A full wealth management service combined with modern technology.
Easy to use and understand investment reporting with online access to live portfolio data. Our systems allow clients to interact with their wealth, regardless of where they are in the world.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past.
Finances often take a low priority for many people because they are complex, however at SaSo our clients appreciate our ability to make the financial advice process both simple and enjoyable.
The financial services environment is changing rapidly and as such our business is required to reflect these changes.
Our clients require this.
The way our clients wish to communicate, transact and build long-term relationships is changing. The launch of our future Digital Wealth Service is shaped to support the changing and varying need of our clients.
SaSo EB Service (SEBS)
Our Employee Benefits Service includes advice to employers and employees on a range of corporate benefits that includes pensions and savings, Group Life and Critical Illness Cover, flexible benefits and staff well being.
Being independent is a critical ingredient to our business and our clients.
We have relationships and terms with many service and product providers that may support our varying client needs, although as a locally owned and managed business, we are keen for our service proposition to use locally sourced partners with global substance.