As well as you working for money, Make your money work for you
- Open an account on preferred terms with an Offshore Investment Platform or Portfolio Bond depending on your circumstances your advisor will suggest the best solution
- Discuss with your advisor a strategy based on factors such as risk appetite, investment time horizon income needs and tax planning
- Select Underlying investments through a low cost Open Architecture Platform (Equities, Bonds, Funds, ETFs)
- Managed Account has no lock in period or costs of withdrawing cash and can buy daily traded assets for full liquidity
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.