Investment solutions  

We offer a range of investment solutions tailored to you, in line with your needs, risk appetite and financial goals.

What we offer
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IDENTIFYING A SOLUTION
Addressing your investment needs
Depending on your needs, risk appetite and goals, a variety of investment solutions may be considered by our team to meet your financial planning needs.
TYPES OF SOLUTIONS
What we offer
Unit trust
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.
Tax-free savings accounts
A tax-free savings option is one that is beneficial for your investment needs from a tax perspective.
Endowments
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 (or pays out) after a specified term.
Shares
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 required for this type of solution.
Disclaimer: This list is not an exhaustive one and other suitable solutions may have to be considered to meet your unique investment needs. Always ensure that your financial adviser is registered and mandated to offer a specific investment vehicle. 
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Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.