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