210 Amarand Avenue
Wealth & Investment
Save & Invest
- Save For A Specific Goal – Start saving with our simple and flexible savings solution for any financial goal.
- Save For Your Children – There are various options available when saving for children
- Save As A Group – We offer a simple and flexible savings solution for groups to access the stock market
- Invest Offshore – Invest your money in different countries, currencies and businesses that are not available locally
- Invest Tax-free – A simple and flexible way not to pay tax on your savings
- Invest In An Endowment – A savings solution suitable for individuals with a marginal tax rate higher than 30%
- Save For Retirement – A simple way to save for retirement through a monthly debit order or lump sum contribution.
- Leaving Your Employer’s Fund – Transfer the money from your employer’s pension fund when you leave.
- Government Employee? – We assist and advice on GEPF Transfers.
- Earn An Income At Retirement – We offer a flexible investment option if you need to earn a regular income during retirement.
- Risk Planning – We offer solutions to protect your wealth in case of death, disability or illness.
- Tax Planning – When advising you, we take into account your need to comply with all of the relevant tax laws.
- Estate Planning – We offer solutions to structure your wealth so that your assets will be used to benefit the people you care about, whether in life or death.
- Employee Retirement Annuities – A flexible, transparent and cost-effective solution to provide retirement savings for your staff members.
- Business Insurance – We offer solutions for entrepreneurs and business owners to address personal and business assurance needs.
- Employee Benefits – We offer group risk and retirement solutions to small, micro, medium enterprises (SMME’s) and their employees.