Investments

Annuities ensure financial freedom in retirement and offer tax advantages. We also offer savings options, such as Unit Trusts, endowment policies, and tax-free savings plans to secure your future.

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Investments: Securing Your Financial Future

Annuities for Retirement Security

Annuities are a powerful tool for achieving financial independence in retirement. They provide a steady income stream that can help cover your living expenses, ensuring you maintain your lifestyle after you stop working. Additionally, annuities come with significant tax advantages, allowing you to maximise your savings while minimising your tax burden. Our expert team is here to guide you in choosing the right annuity product to fit your retirement goals.

Savings Options for Every Goal

We offer a variety of savings options designed to help you meet your financial objectives. Our Unit Trusts allow you to invest in a diversified portfolio, spreading risk while seeking growth. For those looking to save for specific milestones, our endowment policies are structured to help you achieve financial goals like purchasing a home or funding your children’s education. Explore the various options we provide to find the perfect fit for your needs.

Savings Plans for Enhanced Growth

Our tax-free savings plans are an excellent way to grow your wealth while enjoying the benefits of tax exemptions. Starting from as little as R250 per month, you can contribute up to R36,000 per year and watch your savings grow without the burden of taxes eating into your returns. These plans are ideal for building an emergency fund or saving for a long-term goal, giving you flexibility and peace of mind as you work towards securing your future.

Louis van Biljon

Louis van Biljon

Financial Planning and Estate Planning Expert

“Perseverance and patience have paid off, with many clients receiving payouts significantly greater than their initial investments. Saving not only provides you with a safety net for emergencies but also enhances your pension benefits.”

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