Savings & Investments

FSP:15254

FSP: 15254

Savings & Investment

Protecting
Tomorrow, Today

Whether you’re saving for education, retirement, or long-term security, we help you grow your money with clarity, balance, and confidence.

We Hold Full Accreditation And Written Authority To Market Products From The Following Companies

Endowments

A structured investment plan combining disciplined saving with potential tax efficiency over a fixed term.

Education Plans

Dedicated savings solutions designed to fund future education costs while growing steadily over time.

Unit Trusts

Flexible investments that allow your money to grow by investing across diversified portfolios managed by professionals.

Tax-Free Plans

Long-term investments where growth and withdrawals are free from tax, helping your money compound more effectively.

Guaranteed Investments

Secure investment options offering guaranteed returns, ideal for investors who prioritise certainty over risk.

Guaranteed Income Plan

Provides a predictable, regular income stream for a set period, giving you financial stability and peace of mind.

Retirement Annuities

Tax-efficient retirement savings designed to help you build a reliable income for life after work.

Preservation Funds

Allows you to preserve and continue growing your retirement savings when changing jobs, without cashing out.

Pre-Retirement Planning

Strategic planning to ensure your savings, investments, and lifestyle goals align before retirement begins.

Post-Retirement Planning

Focused income and investment planning to help your retirement savings last while maintaining your quality of life.

Life Insurance &
Funeral Cover

Products

Life Cover
Severe Illness Cover
Disability Cover
Impairment Cover
Accident Cover
Income Protection
Education Protection
Business Assurance
Keyman Insurance
Buy & Sell Insurance
Funeral Cover