Investments
Select the investment goal you’re interested in below. We’ll then ask you for some details relating to you and your goal to determine what the best strategy, investment product and asset classes are for you to invest in while also considering costs and tax efficiency. We’ll connect you with an investment specialist to take you through the rationale.
Investing forretirement
Help me save for my retirement!
If you’d like to ensure you’re saving adequately for retirement then this option is for you. Based on your feedback we’ll assist you to chose the right strategy, product, funds & assets classes and give you steps to follow. We’ll also schedule time for you with a specialist to make sure you’re happy with your investment.
Cost
R750 administrative fee for a once off analysis (refundable if you become a permanent client)
Investing offshore
Help me invest my money offshore!
If you know you’d like to set up money offshore then this option is for you. Based on your feedback we’ll assist you to chose the right strategy, product, funds & assets classes and give you steps to follow. We’ll also schedule time for you with a specialist to make sure you’re happy with your investment.
Cost
R750 administrative fee for a once off analysis (refundable if you become a permanent client)
Open up an
investment for me
I’d like to get started – please help me open an investment!
Many of us intend to start investing but simply don’t find the time. If you’re one of those people this option is for you. Provide us information about the product you’d like to open and we’ll take care of the rest.
Cost
R500 administrative fee once off analysis (refundable if you become a permanent client)
Investing for my children’s education
Help me save for my children’s education!
If you’d like to ensure you’re saving adequately for your children’s education then this option is for you. Based on your feedback we’ll assist you to choose the right strategy, product, funds & assets classes and give you steps to follow. We’ll also schedule time for you with a specialist to make sure you’re happy with your investment.
Cost
R750 administrative fee for a once off analysis (refundable if you become a permanent client)
Investing for a particular goal
I have a goal I’d like to save for!
Tell us about your goal and we’ll help you structure your investment appropriately. We’ll assist you to chose the right strategy, product, funds & assets classes and steps to follow. We’ll also schedule time for you with a specialist to make sure you’re happy with your investment.
Cost
R750 administrative fee for a once off analysis (refundable if you become a permanent client)
