We understand that saving money is a personal decision. We also understand that it can have far-reaching positive consequences. We take the time to understand your needs and manage your expectations. Whether you want to go on holiday locally or overseas, buy that one thing you’ve always wanted, or set aside a financial buffer so that you don’t need credit or loans, we make sure you can sleep easy, knowing that you have a partner who’s on this journey with you every step of the way.
To reach your financial goals and dreams, you must make your money work for you. We offer a wide range of investment plans with different levels of affordability and flexibility to match different risk preferences and lifestyles. We recommend that you consult with our team of financial planners to help you establish how much you need to invest and which investment plan meets your requirements.
Employers provide pension or provident funds to offer a range of benefits for their employees when they retire from employment. These benefits are proven to make companies more attractive to quality job seekers who plan ahead for their retirement, are cushioned in the case of retrenchment or inability to work because of illness, and who want their families to be taken care of should they die while still employed.
We know that when designing a private or corporate investment portfolio, you require unbiased advice, comprehensive comparisons as well as experienced product knowledge. We have therefore also partnered with the top-rated investment companies in South Africa to ensure the quality of the investment options we provide meets the need of every client.