Affluence Capital
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  • Financial Planning
    • What is Financial Planning? Learn more about our financial planning services
    • Retirement Planning Determine your retirement income goals and how to achieve them.
    • Insurance & RiskMinimise the impact of adversity when things go wrong.
    • Estate PlanningLeave a lasting legacy for your loved ones that spans generations.
    • Fiduciary ServicesStructure your assets effectively using trusts, or corporate entities.
  • Investment Services
    • How we do Investment ManagementLearn more about our investment services
    • Collective InvestmentsOne or more unit trusts, consisting of multiple assets and holdings.
    • Share PortfoliosA concentrated portfolio of carefully selected stocks, local and/or offshore.
    • Retirement ProductsRetirement Annuities Pension & Provident Funds Preservation Funds
    • Endowment WrapperA structured investment wrapped in insurance policies taxed at 30%.
    • Money MarketCorporate cash solutions, yielding higher than average interest rates.
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Resources

A resources page that includes helpful financial planning and investment articles, blog posts, and other educational materials.

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086 010 3607

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Sandton | Cape Town | George

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