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> R10m annual turnover

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Investment principles that will help you

Achieve your savings & investment goals

We can give you the help you need to realise your savings goals. Find out more about how you can develop a stable and well-crafted savings and investment plan.

 

Principle 1

Identifying your saving and investment goal and sticking to your strategy

Developing a strategy that is linked to your investment and savings goal is the first step to building sustainable returns.


 

Principle 2

Building a core portfolio

Constructing a portfolio that aligns to both your long-term goals and risk profile is crucial.


 

Principle 3

Diversification, asset allocation and risk management

What diversification really means, and how local and offshore asset classes can be used to both diversify and manage risk.


 

Principle 4

Use compounding to your advantage

Reinvesting returns and allowing the magic of compounding to take effect, is a track-proven strategy used by successful savers and investors.


 

Principle 5

Protecting what you have worked hard to build

In the early stages of our lives, our investment and savings goals are achieved through hard work and discipline. Once wealth is created, it should be protected. Protecting the wealth, you have created over time is just as important as creating it.


 

Learning centre

For more information on saving and investments visit our Learning centre

Getting it made easy

Savings and Investments

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