Client Experience

What We Do Together

Initial Meeting &
Client Take-on


Identify your goals, needs & objectives, concerns/challenges, understand you and your attitude to risk

Strategic Report


Comprehensive strategic plan and investment strategy, presentation of recommendations and discussion of options

Investment Manager Selection & Meetings and Post Implementation Meetings

Regular Contact and Meetings with 24/7 Online Access


Ongoing Monitoring and review of your Strategic Plan

Ongoing Service Level Agreement


3 Service Levels to choose from

What We Deliver

Introduction to SaSo


Services we provide, how we operate our relationship, our partners and our fees

Strategic Development


Research & Analysis and comprehensive Advice & Guidance 

Execution & Implementation of Strategy


Centralise Administration and communications with Service Providers 

Ongoing Review & Monitoring of Strategy

Long-term Relationship Management