Investment Solutions

To create wealth, you need a portfolio of assets that grow in value or earn an income. You need to be working with the right information or you could lose money instead of making it.

You also need the right advice. Especially when it comes to tax. Different tax rules apply to different investments, different people will have different risk profiles, and different businesses have different needs.
Whoever you are and whatever your business, Nofesa Group can tailor a specific solution to your needs.

Making correct investment decisions for you and your business is as important as appointing suitable people to key jobs, or selecting the right premises for your operations. Because every single decision you make ultimately affects your bottom line. Let Nofesa Group assist you in making the right ones.

We offer the following Investment Solutions:

  • Retirement Annuities

    Retirement is a scary thought. You are without an income and for the most part, unemployable. If you aren’t prepared, you face an uncomfortable and uncertain future.

    Many business owners get so caught up in the running of their business, they forget to think about the future. But when it comes to retirement, you can’t afford to separate your personal finances from those of your business.

  • Education Policies

    Have you considered how you will cover your children's school fees or save for their education in the event of loss of a regular income?

  • Savings & Investments

    Making the correct investment decisions today will have an impact on all your plans for tomorrow.

    Share your future plans and investment concerns and decisions with trained and knowledgeable financial advisers - people who know about the best-suited investment opportunities and vehicles to meet your needs.
     

  • Endowment Plans
    An endowment is a tax-efficient, medium- to long-term investment that pays out a lump sum after a specific period of time.

    If you would like to save but do not need to access the investment for the first five years, an endowment may help you meet your goals whether you are saving for a large purchase or your children’s education.

    The obvious benefit with this kind of policy is that if you don't die when you think you might, you have a tidy little nest egg either to reinvest or to use in your retirement. In South Africa these are often also called a living benefit policy.

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