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Investments

We offer a comprehensive range of investment products, with a wide selection of underlying investment instruments for you to choose from.

Through our investment platform, you can invest in our multi-managed solutions, unit trusts from PSG Asset Management, unit trusts from a wide range of other management companies and a broad selection of shares and other securities.

You can do so through one of six different investment products, each suited to specific investment needs.

Tax Free Investment Plan

A flexible investment that gives you tax free investment growth.

Voluntary Investment Plan

A flexible investment that you can customise to your needs.

Endowment

Disciplined investing, with tax benefits for investors with a marginal tax rate of more than 30%.

Retirement Annuity

A retirement savings vehicle that offers significant tax benefits.

Preservation Funds

Re-invest retirement savings when you leave a corporate pension fund, with significant tax benefits.

Living Annuity

Invest accumulated retirement savings after retirement, to provide retirement income.

Corporate Cash Manager

As an appointed agent, PSG Wealth offers you access to the Investec Corporate Cash Manager and the Investec Corporate Cash Manager Money Fund, innovative online cash management facilities.

ready to invest?

With more than 200 offices throughout South Africa and both a Namibian and Mauritian presence, quality advice is on your doorstep. Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.

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