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Save for a specific goal

Whatever your dreams, it’s time to stop dreaming and turn them into reality with a plan designed to help you achieve your goals.

Why save for a goal?

People say, don’t call it a dream, call it a plan. We all have dreams but most dreams cost money. With a dedicated plan you can make it a reality.

When should you start saving?

How big is your dream and when do you want to it to happen? This will help you decide when to start saving and investing, and how much to put away.

Your action plan

A financial adviser will look at your goals and help you prioritise them.

Define your goals
Craft a realistic plan
Stick to your plan

Investo Linked
Investment

Grow your savings money for a specific term.

Minimum investment

From R500 per month

Investment period

Choose an initial savings term of 5 years or longer to suit your long-term goal.

Features

Choice of particular investment funds and solutions to suit your needs and goals.

Benefit from a loyalty bonus if you stay invested.



Grow your savings money for a specific term.

Investo
Endowment

Grow your savings money for a specific term while getting estate planning and tax benefits.

Minimum investment

From R500 per month

Investment period

Choose an initial savings term of 5 years or longer to suit your long-term goal

Features

Enjoy tax-efficient growth if you are in a higher income tax bracket.

Choice of particular investment funds and solutions to suit your needs and goals.

Benefit from a loyalty bonus if you stay invested.
Grow your savings money for a specific term while getting estate planning and tax benefits.

Flexible Investment
Option

Grow your money in a very adaptable investment.

Minimum investment

From R50 000 lump sum; from R1 000 per month

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Wide choice of investment funds and solutions to suit your needs and goals.



Grow your money in a very adaptable investment.

Flexible Endowment
Option

Grow your money in an endowment and get estate planning and tax benefits.

Unit trusts

Grow your money with exposure to the markets without a huge outlay and with lots of flexibility.

Online Savings
Solution

Start investing for different goals online, with a unit trust suited for each goal.




Need advice?

A financial advisor can help you get started.

Contact Investments and Savings

Wealth





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Investo





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

Momentum Collective Investments





Business hours are Monday to Friday from 07:00 to 19:00. Closed on weekends and public holidays.

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