South Africa
Personal
Business
Wealth
Invest to build and create your wealth
Let us help you put your hard-earned money to work. Investing your money will allow it to increase in value and build wealth for you.
Investment Planning New

Investment Planning

Using a goals-based approach, our investment professionals can help you change the way you think about money, targeting how best to achieve the lifestyle you want.

Investment Solutions Product Detail

Goals-based investing brings you that much closer to achieving your lifestyle goals.

To access expert advice to help plan your investments, have one of our financial advisors call you back.

 

 

Some of the benefits

Goals-based

Your investment goals are at the centre of the advice process

Investment focus

You get discipline, confidence and clarity in your investment plan

Personalised solution

Align your investments with your goals

Solution choice

Choose from a wide range of solutions to help you achieve your goals
What you get
  • Your customised financial needs analysis
  • Recommendations based on investment planning solutions that are tailored to your needs
  • Financial planning advice to help you achieve your investment goals

Terms and conditions, risks and limitations apply.

What it costs
  • Financial advice fees and fee guidelines are shared in your quote and policy documents
How to get it
  • What you get
  • What it costs
  • How to get it
  • Your customised financial needs analysis
  • Recommendations based on investment planning solutions that are tailored to your needs
  • Financial planning advice to help you achieve your investment goals

Terms and conditions, risks and limitations apply.

  • Financial advice fees and fee guidelines are shared in your quote and policy documents
We also offer
Local Goal Standard Funds New
Local GoalStandard Funds

Investing that is goals-based focuses on helping you meet your personal and lifestyle goals.

Global Goal Standard New
Global GoalStandard Funds

Achieve your dreams by having access to global financial markets.