There are various investment vehicles that one could utilise in order reach one's goals...
Unit Trusts
- A Unit Trust can be seen as a basket. Imagine hundreds of investors all placing their funds in this basket and a fund manager then uses those funds to purchase investments such as shares, property, bonds etc.
Unit trusts are the bulding blocks of the entire financial services industry
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Education Policies
- Think of your children's future and finance their education. Education policies are investments designed to assist with the funding of primary, secondary but predominately tertiarty education.those
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Endowment Policies
- Endowments are investments brought about by the long-term Insurance act. These investments typically have 5 year investment periods and have a payout that is free of tax in the investors hands.
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Retirement Saving investments
- There are 3 typical retirement Retirement Saving vehicles, namely: Pension, Provident and Retirement Annuity funds. Each have various tax deductions for both the employee and the employer
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Retirement Preservation investments
- Preservation Funds are funds that "preserve" an employees Pension or Provident fund after leaving their employer or changing jons.
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Retirement Income investments
- The 2 most common Retirement income investments, namely: Life and Living Annuities, are post retirement investments that provide you with an income. The income can be either guaranteed or not guaranteed.
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Offshore Investments
- Diversify your investements by investing offshore. A person can take up to R4million per year offshore. An opportunity always worth exploring.
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We
are a registered Financial Services Provider: FSP 7007 - 1999/017409/07
We
are a registered Financial Services Provider: FSP 7007 - 1999/017409/07