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
CASHFLOW & FINANCIAL PLANNING TECHNOLOGY
SASO WEALTH SERVICE
(SWS)
INVESTMENT RESEARCH, ANALYSIS,
SELECTION & MANAGEMENT,
GOVERNANCE & OVERSIGHT
RESOURCE & THIRD-PARTY SUPPORT
PRIVATE CLIENT INVESTMENT PROFILES, EMPLOYEE BENEFIT INVESTMENT PROFILES
QUARTERLY REPORTING
REAL-TIME PERFORMANCE REPORTING
ONLINE & APP ACCESS
REGULAR PODCASTS & SASOSENSE
THIRD PARTY SUPPORT SERVICE PROVIDERS
(LEGAL, TAX, ACTUARIAL, GENERAL INSURANCE)​