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Invest with us - local and offshore investing

We offer a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs.

Whether you want to create and grow your wealth, protect it, or earn an income from it, we have a personal investment solution for you on your journey to success. 

Retirement

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future. 

Offshore Investing

Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio. 


Unit Trusts

Invest in unit trusts across all major asset classes. We have a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals. 

Invest Online

We’ve made it easy to start investing for your specific goals, whether it’s for your first car, home, children’s education or for a rainy day – it’s a click away. 

Tax-free Investing

Use our investment solutions to optimise tax incentives when investing towards a brighter financial future. 

Earn an Income

Earn an income from your wealth. Choose from a wide range of income solutions to guarantee the income payments for a specified period or for the rest of your life. 

Invest today for a secured tomorrow

Grow and preserve your money

Invest in your future and take control of your journey to success. When it comes to investing, there's no one-size-fits-all answer. The best way to invest your money is to decide which types of investments will best fit into your financial plan. To figure that out, you'll want to consider where you are on your life’s journey and which financial goals are most important for you.

We'll help you make sense of the complicated information
and encourage you to stay committed to achieving your financial goals.


Who we are

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested. 

Transformation

Our goal is to make sure that people of all backgrounds, appearances, identities and abilities get a seat at the table, and that they are seen, heard and feel recognised for their contributions. 

Research and insights

Through research and insights, we provide the latest financial solutions to help you make better investment decisions. Our Research Hive is recognised as a leading research-intensive investment business.