Service Proposition

At SaSo, we provide a full-service financial advisory and investment management service across two areas, illustrated below.

SASO ADVISORY SERVICE

(SAS)

Meetings, client take-on, due dilligence, information gathering, risk profiling, strategic report and execution

and ongoing advice

Protection (risk management)

Retirement planning

Wealth planning

Estate & succession planning

SASO WEALTH SERVICE

(SWS)

Investment research, analysis

Selection & management

Governance & oversight

Resource & third-party support

SWS Strategies (Liquidity, Core & ESG)

SEBS Strategies (Employee Benefits)

Cashflow & financial planning technology

Third party support service providers

(legal, tax, actuarial, general insurance)

Quarterly reporting

Real-time performance reporting

Online & app access

Regular podcasts & SaSosense