Which Investment Solution is best?
What's in it for you?
- Reach your goals, then make new ones
- Pay no tax on the growth of your investment
- Start with as little as R500
- Invest a maximum of R46 000 per tax year and R500 000 over your lifetime
- Quickly access your money when you really need it
The Old Mutual Tax Free Savings Account (TFSA) lets you grow your money without paying tax on the growth of your investment (capital gains), the interest or dividends.
What's in it for you?
- Reach your retirement goals, no matter what life throws your way
- Get premium protection if you become disabled
- Your contributions are tax deductible up to a certain amount
- Pay no tax on the growth of your money
- Access a range of fund options to meet your needs
The Old Mutual Max Investments Optimal Retirement Plan is a retirement annuity that adapts to life's twists and turns. Adjust your premium amount when you need to. Boost your fund value after five years and add premium protection to keep your retirement plans on track.
What's in it for you?
- Reach your life goals faster
- Invest as much as you want to
- Choose how long to stay invested (we recommend 3-5 years)
- Get access to your money at any time
- Change your payment amounts at any time
The Old Mutual Invest Flexible Plan is an investment that puts you in control of your money. Invest as much as you like, as often as you like, into funds that you like. It's a great way to supplement your Tax Free Savings Account so you can reach your life goals faster.
