Identifying a solution

Ways to invest

Depending on your needs, risk appetite and goals, a variety of investment solutions may be considered to meet your financial planning needs.

Types of investment solutions

Addressing your investment needs

Disclaimer: This list is not an exhaustive one and other suitable solutions may have to be considered to meet your investment needs.

Always ensure that your Financial Adviser is registered and mandated to offer a specific investment vehicle.

This is a solution that combines the money of many investors and allocates the funds in various asset classes (such as shares or cash). This investment option may provide access to investment opportunities that would not normally be afforded to direct investors.

A tax-free savings option is one that is beneficial for your investment needs from a tax perspective.

Is a solution that may or may not have a life assured. This means the investment is structured like a policy that holds an underlying investment fund that matures (pays out) after a specified term.

Direct investment in shares may be possible if you have the appetite for investment risk. Withstanding short term losses for long term growth is an investment trait that is required for this type of solution.

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