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LAKHI®NVEST >>> STEP 2 of 4
Welcome to Lakhi®Nvest:
Step Two of Your Four-Step Journey to Financial Empowerment
Welcome to the Investment Playground, where financial growth is an adventure waiting to unfold! In this step, we’ll take a deep dive into the world of investments, where the journey is just as exciting as the destination. Whether you're starting small or ready to go big, we’ve got a range of investment options to help you grow your wealth. From unit trusts that flex to your goals, to tax-free investments and international opportunities, this is where your money starts to grow. Ready to start? Let’s explore the exciting possibilities in the world of investing.
The Basics: Unit Trust Investment
Imagine a financial superhero ready to tackle any goal! That's your Unit Trust Investment. It's flexible, powerful, and dances to your financial dreams. Whether you have R50,000+ to splash or at least R1,000 a month, this superhero's got your back! What's more, Better yet, you can get your hands on the cash within just a week – talk about speedy access!
Tax-Free Adventures
Tax-free returns? Heck yes! Meet your Tax-Free Investment, the stealthy sidekick. Capable of handling up to R3 000 a month with a lifetime limit of R500 000. Small but mighty - it's all about tax benefits without the limits cramping your style! Again, you can get your hands on the cash within just a week.
Estate-Planning Extravaganza: Enter the Endowment
Tax efficiency and estate planning in one package! Meet the Endowment, perfect for high flyers with a marginal tax rate above 30%. With just R50 000 upfront or R1,000+ monthly, you're on your way to financial greatness. Access your bucks after 5 years.
Retirement Annuity: Building Your Golden Nest
Planning for those golden years? The Retirement Annuity is your financial time machine. Just throw in R50,000+ or R1,000+ monthly, and watch your future self say thank you! Access your bucks at age 55 or later.
Jet-Set with Offshore Investments
Dreaming of a global portfolio? Say hello to Offshore Investments, the jet-setters of the financial world. R250,000 or US$17 500 (or the equivalent in EUR, GBP, JPY, or AUD) opens the gateway to international diversification!
Worldly Wealth with an Offshore Endowment
For the globe-trotting financial maestros, the Offshore Endowment is your ticket to international financial stardom. R400,000 or US$25,000 (or the equivalent in EUR or GBP) unlocks the door to tax efficiency and estate-planning benefits. Access your bucks after 5 years.
Preserving for Tomorrow: Preservation Fund
Preserving your retirement savings like a fine wine? The Preservation Fund is your vault. Just stash R100 000 and watch it grow until you're ready to enjoy the fruits. You can make one withdrawal, at any time before age 55.
Living the Good Life with a Living Annuity
Ideal for folks aged 55+, our Living Annuity is your golden ticket with a lump sum of at least R250 000.
Now make up Your Mind!
Still unsure which solution is the best fit for you? No worries! We recommend having a quick live chat with one of our Private Wealth Advisors on WhatsApp to guide you through the options.
Next
Now that you're familiar with the types of investments we offer, it’s time to dig into the details of our funds and fees. We’ll walk you through the best options for growing your money and break down the costs so you can make informed decisions. Whether you're looking for flexibility, tax efficiency, or long-term growth, we have the right mix to suit your goals. Let’s take the next step towards your financial future!
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