Turn spare cash into future freedom
Smart saving habits and strategic investing to build wealth over time with our comprehensive range of products.
Saving vs Investing
Understanding the difference helps you make the right choice for your financial goals
Saving
Perfect for short-term goals and emergency funds. Your money is safe and easily accessible.
- ✓Capital protection guaranteed
- ✓Immediate access to funds
- ✓Ideal for goals under 2 years
Best for:
- • Emergency fund (3-6 months expenses)
- • Holiday savings
- • Car deposit
- • Short-term purchases
Our Investment Products
Choose the right investment vehicle for your goals and risk tolerance
| Product | Minimum | Key Benefit |
|---|---|---|
| Tax-Free Investment Plan | R36k lump sum or R3000 per month | Earn growth free of CGT & DWT up to R36,000 p.a. |
| Voluntary Investment Plan | R20000,00 | Flexible access, broad unit-trust menu |
| Offshore IIP or Swiss Quote | USD/GBP 15 000,00 | Hard-currency diversification |
| Endowment or Life Portfolio | R50000,00 | Five-year tax-efficient wrapper |
| Private Equity Investments | R150 000,00 | Bespoke investment products to add to your solution |
How to Invest
Getting started is simple with our step-by-step onboarding process
1
Choose Your Product
Select the investment that matches your goals and timeline
2
Complete KYC
Provide required documentation for compliance
3
Fund Your Account
Make your initial investment and set up regular contributions
4
Monitor & Grow
Track your progress and adjust as needed
Ready to Start Building Wealth?
Take the first step towards financial freedom with our expert guidance