Our Solutions

  • Unit Trust Portfolios

    • Over 60 different unit trust funds with 5 model portfolios for conservative, moderately conservative, moderate, moderately aggressive or aggressive investors
  • Offshore funds

    • Over 50 offshore unit trust funds in US$, GBP, EUR and AUD.
    • Offshore wrappers in the Isle of Man for tax and estate planning benefits
  • Tax-free Savings

    • Tax-free unit trust accounts up to R33,000 per year
  • Retirement annuities for retirement savings

  • Preservation funds to preserve existing pension or provident funds

  • Living annuity portfolios for retired investors

  • Life insurance, dread disease cover, disability cover

  • Fixed Bonds

    • Guaranteed tax-free investments
  • Fixed Deposits

  • Money Market Fund

    • No market risk and have access to your money in 1 day. Interest yield of 7.63%.
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