A financial plan should speak to all facets of your life. Our financial planners will ensure that happens.
Get personalised management and administration of trusts, wills and estates.
Allows Financial Planners to draft robust wills for clients with estates valued below R10 million
With a host of retirement funds to peruse, you don't have to sacrifice a lifestyle of comfort when you walk into your later years.
Strategy Funds align directly to the return objectives required by each of our proprietary investment strategies
Access well-regulated and extremely secure offshore investment opportunities.
Bespoke investment portfolios for private clients
Our cash investment experts work hard to get you the highest possible interest rates.
Enabling financial planners to create tailor-made portfolios aimed at achieving clients’ specific goals.
Benefit from both the best of South African and offshore asset managers
Gives you quick and easy access to real-time trading on local and global markets
Invest while considering your environmental and social impact.
A core range of funds, hand picked and tailor-made to meet the needs of any investor.
Your Investment follows the performance of the Market Index
Guaranteed Solutions offer investors real returns, while reducing the volatility associated with market-linked investments