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What’s your risk number?

Calculate your risk number and we’ll help you match it to a portfolio

Deciding on the right investment portfolio is a complex task and with a good number of variables to consider, many feel that its beyond their capabilities to make a decision without the help of an investment advisor. Unfortunately, in many instances advisers are ill equipped to cater to the varying demands of the South African population and as a result investment advice remains limited to a small portion of our people.

We have considered this and designed and partnered solutions, products and investment processes that recognise these failings. Allowing us to deliver on a flavour of investment that works, just for you.

Build on your goals

Goal Based Investing

Geared Investments

Low Cost Managed Bundles

Traditional Unit Trusts

Ensure that your investments make sense to you, specifically.

Find an investment portfolio based on your investment aspirations, the risk you’re willing to take and timeline you have in mind.

DIY not your thing? Use MrPHY, our Robo-Advisor and invest towards your goals

Let our world-class Robo-Advisor, MrPHY, guide you to your investment goals. Select an option below to take your investment journey to new heights.

Whatever your investment goal, we have the portfolio to get you there.

For you

For your family

For your lifestyle

What’s your risk number?

Calculate your risk number and we’ll help you match it to a portfolio