Investments

Guideline for investing :

  1. Define your investment objective. This means having a plan for your money, either long-term or short-term goals. Understand the product you need to reach your goal and stay with the plan.

  2. Talk to a financial advisor and understand how market fluctuations impact your investment. It is important to understand your own appetite for risk and get financial advice on the best product for your risk profile.

  3. Don’t chase tips. There is a difference between investing and speculating. Diversify your portfolio. Read more about the economy and understand that there are economic cycles. Not all downturns are bad for your investment. Stay with the plan, even if it seems scary.

Minimum investment amounts

Monthly debit order R500 pm and more.

Lump sum R50 000 and more.

Complete your details :

Products and Services

Life insurance, disability cover, income protection, severe illness cover, medical aid, gap cover, business insurance, key person, retirement planning, last testament & will, estate planning, savings & investments

Contact
Address

heloises@mweb.co.za

0828973194

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