Savings
Whether planning for your new home, your dream wedding, college fees or simply for a rainy day, a sensible savings plan can make all the difference.
If you are looking for savings and investment opportunities, we have different options to meet your needs, depending on how you wish to save and what your goals are.
Investments
Investing a lump sum is a great option if you want an opportunity to grow your money over time. We offer access to a variety of funds with varying levels of risk and return. We can help you navigate the world of investments and help you choose a suitable home for your investments.
Benefits of having a good savings plan
Professional Management
Professional Management Funds can give peace of mind of knowing there is a team of experts continuously monitoring markets, tracking performance, and managing your fund to achieve the best possible outcome for you.
Risk management and Diversification
Risk management and Diversification: Managed funds can achieve a level of diversification and use risk management strategies that might not ordinarily be possible when buying individual shares or property investments.
Scale
Pooling your investment with lots of other investors can create economies of scale and give you access to funds and opportunities that you would not necessarily be able to afford as a sole investor.
01. Define your investment goals
06. Are you a lump sum investor or a regular investor?
05. Choosing an investment fund
Steps to investing
02. Calculate how much you can save and invest