Financial Growth

INVESTMENTS

Unit trust

Diversified investments for growth with flexibility in withdrawals.

Find out more

Endowments

Long-term wealth preservation with tax benefits and steady income generation.

Find out more

Tax-free savings

Maximise returns with no tax on growth or withdrawals - perfect for long-term savings.

Find out more

TRUSTED PARTNERS

We offer some of the best financial products from top financial institutions in South Africa.
Discovery Life Limited, registration number 1966/003901/06, is a licensed life insurer, and an authorised financial services and registered credit provider, NCR registration number NCRCP3555.

Allan Gray Proprietary Limited is an authorised financial services provider.

Old Mutual Limited (OML) is a licensed Controlling Company of the Designated Old Mutual Limited Insurance Group.

Sanlam Limited is the licensed controlling company of the Sanlam Limited Insurance Group. Sanlam Life Insurance Limited is an insurer licensed to conduct life insurance business and is a licensed financial services provider and a registered credit provider.

STANLIB is an authorised financial services provider.

These direct products underwritten by Liberty are distributed and administered by Frank Financial Services (Pty) Ltd, an authorised financial services provider and member of Liberty Group Limited (FSP: 40948).

Capital Legacy Solutions (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd, a Licensed Life Insurer.

 

A member of the Old Mutual Investment Group.

Bidvest Life is a licensed life insurance company and authorised financial services provider – FSP 47801.

Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.