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 Read More
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. Read More
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. Read More
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 Read More
Retirement Preservation investments
Preservation Funds are funds that "preserve" an employees Pension or Provident fund after leaving their employer or changing jobs. Read More
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. Read More
Offshore Investments
Diversify your investements by investing offshore. A person can take up to R4million per year offshore. An opportunity always worth exploring. Read More
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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 
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 
