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Investments & Savings

Investing or saving money is key to achieving the goals you have set in life. There are a number of investment and savings products in which you can invest and each one is structured to meet a selection of investment needs. Start by identifying your goal - are you investing for growth or for income? Investing for growth means you are willing to invest a lump sum or on a monthly basis for a select period of time. Investing for income means you need a product that will ensure some capital growth and pay out an income on a regular basis.

  • Max Investments

    • Lump sum or monthly investments.
    • Tax efficient solutions.
    • Access to 200+ funds.
    • Personalise your plan.
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  • Unit Trust Investments

    • R250/month minimum.
    • Invest online or via adviser.
    • Access to funds.
    • No contractual term.
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  • Investment Plan

    • From R150/month.
    • No medical required.
    • Part withdrawal permitted.
    • Access to family support services.
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  • Fairbairn Investment

    • R100 000 lump sum minimum
    • Unit trust-based portfolio.
    • Invest in up to 10 funds.
    • No contractual term.
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  • Investment Frontiers Capital Portfolio

    • Offers diversified portfolio.
    • Lump sum/monthly investment options.
    • Minimum term: 5 years.
    • Tax free payout.
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  • Offshore Investing

    • Diversify globally.
    • Reduce currency risk.
    • Investment available in three major currencies.
    • Choice of funds.
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  • Flexidowment Investment

    • Previous generation product.
    • Combined life insurance and investment.
    • Closed to new investments.
    • Monthly performance reports.
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  • Invest Online

    • Online investment solutions.
    • Manage your own investment portfolio.
    • Ideal for astute investors.
    • Choice of investment products.
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  • Online Share Trading

    • For investors keen to trade shares online.
    • Daily market reviews.
    • Real-time access to JSE share prices.
    • Build your own shares portfolio.
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  • Max Income Solution

    • R10 000 lump sum to invest.
    • Guaranteed income for term or life.
    • Choose your income frequency.
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  • Investment Frontiers Income Portfolio

    • R100 000 lump sum minimum
    • Generates income and capital growth
    • Tax-efficient investment
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  • Unit Trust Investments

    • Invest R10000 lump sum or R500/month.
    • Choice of income-generating funds.
    • Access to wide range of funds.
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Other Sites
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