Wealth Management
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Wealth ManagementWealth means something different to everyone. Whatever your plans, expert advice could help bring them to life. -
What is wealth management?Wealth management is about making your money work harder. For some, it’s about protecting wealth for future generations. To others, it’s about making smart investments to build up income or savings for retirement. -
Did you know?The full State Pension is currently around ZAR9,100 per year, however many people find this isn’t enough to fund a comfortable retirement.
Investing for your future
Access expert investment management services and financial products tailored to your risk appetite.
Pass on your wealth
Your estate could be subject to 40% inheritance tax, over the ZAR325,000 threshold. Forward planning can help make sure it’s your loved ones who benefit most in your will.
Planning for retirement
Planning for your retirement can help you achieve the lifestyle you want, as you enter this next stage in your life.
Protecting yourself and your family
Making sure you and your family will be financially secure should you not be able to work, or after you’ve passed away, offers many people peace of mind.