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