Why save for education?
It’s expensive. Books, stationery and school fees are not the only things to consider. And do you know what a year of tuition at a first-class tertiary institution costs? The more you save and invest, the more options your child will have.
When should you start saving?
Be as smart as you want your child to be one day. Start early, and save every month. The later you start, the more you’ll have to put away every month.
Your action plan
You’re not only budgeting for tuckshop money. Sit with your financial adviser and run the numbers to see how much you should be putting away every month and for how long.
Define your child’s goals.
Craft a plan to achieve them.
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.
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.
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.
Choose suitable investment portfolios to protect your money.
Grow your money in a very adaptable investment.
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.
Choose suitable investment portfolios to protect your money.
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.
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 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.