INVEST QUESTIONAIRE | Quadrant Wealth

WE CAN HELP YOU CONSTRUCT AN INVESTMENT PLAN

Let us save you thousands in unnecessary fees yearly and hundreds of thousands over your lifetime.

Designed to take the complexity out of investing.

CHOOSE YOUR INVESTMENT OBJECTIVE.

Simply decide how long you want to invest for and we will help you choose a fund around your needs and investment objectives.

INVEST WITH INSTANT ACCESS

An extremely flexible way of saving for short or long-term goals.

TAX FREE SAVINGS

Save up to R33,000 per year on a tax-free basis.

RETIREMENT SAVINGS

Whether your target retirement age is years away or right around the corner. Life stage retirement planning should be integrated with your investment strategy.

Tax efficient long term product which allows you supplement your exisiting retirement savings.

PRESERVATION FUND

Changing careers? Preserve your accumulated capital without losing long-term retirement savings on changing your employer.

Provides flexibiility to make a full taxable withdrawal ahead of retirement.

POST RETIREMENT INCOME

Income drawdown strategies already in retirement.

Combine the flexibility of a living annuity with the security of a Lifetime Income.

Receive a regular income after retirement.

SELECT YOUR PREFERRED INVESTMENT STYLE

PASSIVE

Index-tracking funds aim to deliver the performance of a market index at a low cost.

ACTIVE

Specialist portfolio managers who aim to outperform a particular benchmark (typically a market index) over time through superior selection of stocks that they choose to invest in. These decisions are based on extensive research.

BEST OF BOTH

INTELLIGENT SOLUTION

Choose from 4 model model portfolios, ideal for medium to longer term investors that target inflation beating returns.

Allocation to both international and local shares, cash, bonds, property reduces volatility. We'll use a blend of unit trust and exchange traded funds as this is cost effective.

or

Thematic Investing

Investors should consider multi-asset solutions weighted according to their risk profile.

Have a higher weighting to risk assets such as equities and property are volatile than cash, however you should be rewarded for taking on this additional volatility to generate real returns.

Timelines influence the weighting to these risk assets to. The further you are from the target date of your goal the more you'll be able to take on risk to maximise your objective.

suited to your goals , risk tolerance and timelines.Seeks to optomise your returns based on your risk tolerance

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FEATURES & BENEFITS

Quadrant Wealth Premium platform offers unlimited one on one access to a certified finanicla planner to answer questions and engage in limited finacial goals planning.

ADDED SERVICES at an additional cost

An analysis on your xisting Portfolio anaylsis accross all your accounts with other companies
Asset Allocation
Correlation
Costs

Let's get started

QUADRANT

WEALTH