Saving for Retirement

Grow your retirement capital so that you can draw a reliable monthly income when you retire.

Retirement Annuity

A tax efficient vehicle for individuals wanting to save for retirement or supplement their existing retirement savings.

Income Preservation Fund

Preserve retirement savings when changing employment or at retrenchment in a tax efficient manner.

Monthly Income Required

Draw a reliable monthly income during retirement or reinvest the income to compound investment return.

Living Annuity

Our Perpetual Annuity is an investment linked life annuity that provides a consistent and reliable monthly annuity.

Income Solution

Providing a consistent and reliable monthly income from your personal savings to fund your lifestyle.

Investment Savings

Grow your personal wealth but also have access to it when you need it.

Unit Trusts

Choose from a variety of local unit trust funds to suit your personal investment objectives.

Personal Portfolio

Designed to accumulate capital and grow the value of your capital.