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  • 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 R36,000 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 2 days. Interest yield of 4.2%.

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Calculate my income in retirement
Calculate how much to save for retirement
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What is your life expectancy?
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What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?