Invest and grow
Grow your wealth with intention.
Wealth building is about more than saving money. It’s about creating a strategy to grow, protect and transfer your wealth over time. Our tailored wealth-building solutions can help you achieve your long-term ambitions with confidence.
Some of the benefits
Grow your money
Build a structured investment strategy designed around your goals, timeline and the level of risk you’re comfortable with
Keep pace with inflation
Invest for longer-term growth to help protect the purchasing power of your money as the cost of living increases over time
Financial strategy
Align your investments to what matters most to you, whether it’s financial independence, property, travel, or any other long-term ambition
Build wealth for tomorrow
Consider how the wealth you build can be protected and ultimately transferred in line with your wishes and the legacy you want to leave
Investing with purpose starts with a plan
Whether you are just starting out on your wealth journey, saving for a major goal or planning for the future, we can help you create a tailored wealth-building strategy.
What it is
Wealth means different things to different people. For some, it’s financial independence. For others, it’s creating opportunities for their children, buying property, travelling, or leaving behind a meaningful legacy.
Wealth building is the process of growing your money in a structured, purposeful way over time.
Why it matters
While savings accounts play an important role in providing easy access to cash and supporting short-term goals, it may not keep pace with inflation.
Strategic, well-managed investing allows your wealth to grow meaningfully – helping you achieve the things that matter most.
Wealth options
We work with you to create a tailored portfolio of solutions that supports a meaningful, tax-efficient and integrated wealth creation journey. The solutions below illustrate some of the investment options we may incorporate as part of your personalised strategy:
- Unit trusts / collective investments schemes: diversified, professionally managed portfolios
- Tax-free savings accounts (TFSAs): maximise growth without paying tax on your returns
- Endowments: can provide a tax-efficient investment structure while supporting long-term wealth accumulation and estate planning objectives
- Offshore investments: access global markets and build wealth in different currencies to help match your future dreams
- Portfolio reviews: keeping your investments aligned to your goals as markets and life evolve.
How it works
We take time to understand your current financial situation, your goals, risk profile, and timeline before recommending products suitable for you.
We believe in transparent, goals-based financial planning, and we check in regularly to ensure your financial plan stays on track as your life changes.
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What it is
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Wealth options
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How it works
Wealth means different things to different people. For some, it’s financial independence. For others, it’s creating opportunities for their children, buying property, travelling, or leaving behind a meaningful legacy.
Wealth building is the process of growing your money in a structured, purposeful way over time.
Why it matters
While savings accounts play an important role in providing easy access to cash and supporting short-term goals, it may not keep pace with inflation.
Strategic, well-managed investing allows your wealth to grow meaningfully – helping you achieve the things that matter most.
We work with you to create a tailored portfolio of solutions that supports a meaningful, tax-efficient and integrated wealth creation journey. The solutions below illustrate some of the investment options we may incorporate as part of your personalised strategy:
- Unit trusts / collective investments schemes: diversified, professionally managed portfolios
- Tax-free savings accounts (TFSAs): maximise growth without paying tax on your returns
- Endowments: can provide a tax-efficient investment structure while supporting long-term wealth accumulation and estate planning objectives
- Offshore investments: access global markets and build wealth in different currencies to help match your future dreams
- Portfolio reviews: keeping your investments aligned to your goals as markets and life evolve.
We take time to understand your current financial situation, your goals, risk profile, and timeline before recommending products suitable for you.
We believe in transparent, goals-based financial planning, and we check in regularly to ensure your financial plan stays on track as your life changes.
We also offer
Estate Planning
When it comes to investing, we know that one size does not fit all. We offer a world of local and global investment options that have been developed to suit all manner of investment goals and strategies
Protection Planning
When it comes to investing, we know that one size does not fit all. We offer a world of local and global investment options that have been developed to suit all manner of investment goals and strategies
Retirement Planing
When it comes to investing, we know that one size does not fit all. We offer a world of local and global investment options that have been developed to suit all manner of investment goals and strategies
Digital Tools
When it comes to investing, we know that one size does not fit all. We offer a world of local and global investment options that have been developed to suit all manner of investment goals and strategies
Business Protection
When it comes to investing, we know that one size does not fit all. We offer a world of local and global investment options that have been developed to suit all manner of investment goals and strategies
Standard Bank Financial Consultancy is an authorised financial services provider (FSP No. 3825) and a business unit of The Standard Bank of South Africa Limited (Reg. No. 1962/000738/06), which is an authorised financial services and a registered credit provider (NCRCP15).
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