Investments


Investments

Invest In Your Future

We all have unique goals and needs when it comes to investing in our financial future. Let us help find the best investment for you.

1.618 Financial Services are registered brokers for the following investment companies:

Liberty-Life Sanlam MomentumAllan-Gray  StanibGlacier Investec

To help you meet your investment objectives, 1.618 Advisory Services offers you a wide and innovative range of investment and retirement options to choose from. These options are structured and straightforward.

To make the selection process easier for you, our investment plans are grouped into four sections:

  • Local Investments
  • Guaranteed Investments
  • Offshore Investments
  • Retirement Investments

Local Investments

Our range of Local Investments includes the following plans:

  • Endowment Plan
  • Flexible Investment Plan

These plans can be tailored to meet your investment needs. They take into account your need to access investment funds, and give you the tax efficiency you desire and investment time horizon you need.

Guaranteed Investments

Our Guaranteed Plans give you a guaranteed return on your lump-sum contribution at the end of five years. These plans allow you the guaranteed growth and security of your investment. Choose the plan that fits your profile:

  • Guaranteed Growth Plan
  • Guaranteed Income Plan

Offshore Investments

1.618 Advisory Services offers you the variety and flexibility you need to invest offshore. We offer a wide range of offshore funds, managed by some of the most experienced global fund providers. Our offshore plans offer you the opportunity of international diversification by currency, geographic region and asset class.

Choose the offshore investment option that suits your needs:

  • Offshore Endowment Plans
  • Offshore Flexible Investment Plan

Retirement Investments

1.618 Advisory Services offers a range of Retirement Investments, and provides you with the perfect structure to save for retirement as well as an income when you are retired.

Each plan has specifically designed features that help you plan for a secure future. With 1.618 Advisory Services you can choose from the following:

  • Retirement Plan
  • Preserver Plans
  • Retirement Income Plan
  • 1.618 Advisory Services can tailor a perfect investment for any need.

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