Will your family have financial stability in the future? The key to providing for them is a committed and stable investment strategy.
Set clear objectives and define your risk appetite
Buying property, planning your children’s education and ensuring your family is taken care of may be a lot to keep track of, but don’t worry, we can help you create and stick to your investment goals.
Grow your investments
Even though a growing family may impact your budget, smart financial planning can help you strike a balance that will oﬀer you positive outcomes in the long-term and the financial security necessary to cover your needs in the short-term.
Need more advice? Speak to a financial adviser to get more guidance.
Start today from just R250 pm or R10 000 once-oﬀ
The easiest way to get into the game without too much risk is by way of Unit Trusts – a form of collective investments where the benefits are shared among all investors. Unit Trusts are well-regulated, simple to understand and require relatively small investment amounts to get going.
A maximum of R33 000 per year and R500 000 in total is allowed using this investment vehicle. There is no monthly fee, no Capital Gains Tax, if you decide to sell these products, and no tax on interest earned.
Oﬀers you a versatile and tax-eﬀective vehicle through which you can make the necessary provision for your retirement years. Regular and transparent reporting on portfolio holdings, investment values and transactions provide added peace of mind.
Need help picking a fund?
Answer a few simple questions and let our Virtual Investor tool find you an investment solution based on your risk profile. If you like what you see, you can just apply online. It’s that easy.