INVEST IN YOUR FUTURE
We provide investment options to minimise your decision making risk.
Improved investment offering
DESIGNED TO TAKE COMPLEXITY OUT OF INVESTING.
Alternate investment strategies with capital protection and tax efficiencies.
Invest in global companies with currency diversification.
Use retirement annuities to make your tax work for you, not the other way round.
HYBRID INCOME PLANS
Combine guarantee and living annuity options to reduce income fluctuations.
Investment Portfolios designed around your preferred style of investments.
CHOOSE YOUR INVESTMENT OBJECTIVE.
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.
Life stage retirement planning should be integrated with your investment strategy.
Changing careers? Preserve your pension fund without losing long-term retirement savings.
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
The risk that you need to take.
The risk that you can afford to take.
The risk that you feel comfortable taking – your personal risk tolerance.