DESIGNED TO TAKE COMPLEXITY OUT OF INVESTING.
1
OBJECTIVE
What do you wish to achieve?
2
STYLE
Choose your preferred investment style.
3
RISK PROFILE
Select according to your risk profile.
4
CHOICE
Advice digitised or personalised.
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.
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
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The risk that you need to take.
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The risk that you can afford to take.
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The risk that you feel comfortable taking – your personal risk tolerance.