Improved investment offering

DESIGNED TO TAKE COMPLEXITY OUT OF INVESTING.

Alternate investment strategies with capital protection and tax efficiencies.

OFFSHORE INVESTING

Invest in global companies with currency diversification. 

RETIREMENT
&
TAX STRATEGIES

Use retirement annuities to make your tax work for you, not the other way round.

Combine guarantee and living annuity options to reduce  income fluctuations.

Investment Portfolios designed around your preferred style of investments.

CHOOSE YOUR INVESTMENT OBJECTIVE.

INVEST DIRECT

An extensive range of solutions utilising Unit Trusts, Shares & Exchange Traded Funds.

TAX FREE SAVINGS

Grow your wealth without paying tax on interest, dividends or capital gains. 

RETIREMENT ANNUITY

Life stage retirement planning should be integrated with your investment strategy.

PRESERVATION FUND

Changing careers? Preserve your pension fund without losing long-term retirement savings.

RETIREMENT INCOME

Combine the flexibility of a living annuity with the security of a lifetime income.

SELECT AN INVESTMENT STYLE.
LOCAL OR INTERNATIONAL OPTIONS

DO YOUR EMOTIONS INFLUENCE YOUR RETURNS?

When we understand your propensity for volatility, then we can construct a portfolio aligned to your level of risk. 

The three aspects of risk

1. The risk that you need to take.

2. The risk that you can afford to take. 

3. The risk that you feel comfortable taking – your personal risk tolerance.

Advice digitised or personalised it's your choice.