Our Services
We subscribe to a “momentum” style with the objective of obtaining an absolute return as opposed to “bench marking”. We invest and manage the investments in sole and absolute discretion, according to the objectives selected by our clients consisting of Conservative Investments, Balanced Investments and High Growth Investments.
Basic investment
This investment consists of balanced unit trusts for most of your investment goals, from saving for longer-term objectives, to meeting your shorter-term needs.
INVEST FOR YOUR CHILDREN
Invest for your children's future with our unit trusts. This gives you as the guardian, access & control of the investment based on the number of years you are investing for.
STOKVEL INVESTMENT
Group savings for stokvels which provides the opportunity to not only just save money that's collected by the group, but also allows growth on the initial investment.
Retirement investment
This type of investment is designed to provide you with security for your retirement years through Retirement Annuity. can invest directly into unit trusts, or you can invest in unit trusts via our retirement annuity. A retirement annuity gives you tax savings and a measure of protection, but comes with some restrictions.
institutional INVESTMENT
This investment is for companies & institutions looking to secure returns & savings for staff members or the institution as a whole.
LOW-COST INVESTMENT
From as little as R50 per month you could start your stock exchange trading journey and dip your toes into the world of investing, all under the watchful eye of our expert Makwe Fund Managers.
Qualifying Accounts
Accounts can be opened by:
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Private Individuals
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Parents/Guardians on behalf of kids/minors
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Stokvels/Social Clubs/Burial Societies
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Trusts
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Companies (pty) ltd
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Close Corporations “CC”
What Our Clients Say
