Investment Plans

Our Products

Save and Invest

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. Because those travel plans and passion projects aren't going to pay for themselves.

Retirement Annuity

❖ Family Funeral Plans 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.

Education Plans

Maybe you think it's too early to start saving for your kid's education. Maybe you think it's too late. The truth is the best time to start saving for your child's school fees and university costs is right now!

Wealth management

Personal Goal Planning allows you to sit with your financial adviser and work towards achieving a particular personal goal, aided by an investment strategy.

Strategy Funds

We have specifically designed our Strategy Funds to help you achieve the returns required to meet your investment goals. Experienced teams of investment experts are responsible for managing these funds to meet your objectives and to beat inflation over time.

22seven business

22seven business is an essential tool that focuses on the needs of small business owners and the self-employed in South Africa. It enables you to understand and drive the flow of money, manage quotes and invoicing, and help make better business decisions. Best of all, it’s FREE to use.

Our Policy

Fully authorised by the FSCA, backed by big South African insurance providers, and recognised as Insurance Provider offering flexibility and accessibility.

Details
100%
Claim Payout
100%
Total Insurance
Best Insurance Policies

Authorised Financial Service Provider

Compliance

Fully authorised by the FSCA, backed by big South African insurance providers, and recognised as Insurance Provider offering flexibility and accessibility.