Personal Investments

WhyInvestments?

Not having to work your entire life!  There are only two ways to make money: by working and/or by having your assets work for you.  If you keep your money in your back pocket instead of investing it, you will never have more money than what you save.

By investing your money, you are getting your money to generate more money by earning interest on what you put away or by buying and selling assets that increase in value. Whether your goal is to send your kids to college or to retire, investing is essential to getting you where you want to be.

Endowments

Portfolio including shares, cash, bonds and property.

Unit Trusts (Linked Investment Schemes)

Portfolio of shares.

Satrix

Trade directly on the stock market through iTransact platform.

Saving Plans

Includes Endowments and Unit Trusts.

Retirement Annuities

Save for retirement while gaining tax advantages.

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