Why settle for low interest fixed income investment when you can earn much more
- Purchase fixed interest investments either directly or via you existing investment account in the same way you buy funds and shares
- Have interest and capital repayments paid into an offshore , tax friendly account
- Choose your time horizon (These instruments do lack liquidity and monies are tied up between 1 & 6 Years)
- With the help of your advisor, select the instrument which is right for you considering regularity of payments, interest rates, capital guarantees
Our savings plan advisors
Speak with an advisor
Your future self will thank you
- Savings needs analysis
- See savings illustrations from multiple providers
- Learn about the funds
- Ask questions
From initial consultation, we’re here to answer your questions transparently, including all the key features and things to look out for.
Or simply call us to get started
Our latest release on saving plans.
Our products are designed for small to medium size companies willing to optimize their performance.