Financial Growth | Investments

Endowments

What is an endowment?

An endowment is a long-term investment fund where the principal amount is preserved, and the income generated from investments, such as interest, dividends, or capital gains, is used for specific purposes. For investors, endowments offer the benefit of steady growth over time, with the capital working to generate consistent returns while maintaining its value. These investments are often considered tax-efficient, as the returns are typically subject to favorable tax treatment, allowing the investor to maximise the benefit of their wealth.

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Our financial advisors are here to help you select the right investments tailored to your unique goals and risk tolerance. We partner with reputable fund managers and leading financial institutions to ensure your investments are safe, secure, and aligned with your financial goals. Whether you need guidance on withdrawing funds or adjusting your contributions, we’re always available to provide the support you need to stay on track and are legally required to meet with you at least once a year to review your portfolio, ensuring it stays aligned with your objectives.

Sheldon M. Botes

Financial Advisor at Fable Wealth (Pty) Ltd.

Qualifications

Bcomm (Economics)
University of KwaZulu-Natal

Bcomm Hons (Management)
Independent Institute of Education

PGD Financial Planning
University of the Free State

RE1 & RE5
Regulatory Exam

Contact details

Phone:
+27 33 940 2253

Email:
sheldon@smbfinance.co.za