What We Offer

 

1. Direct Share Portfolios on the Johannesburg Stock Exchange

2. Local Unit Trust Funds

  • Noble PP Stanlib STRATEGIC INCOME FUND OF FUNDS
  • Noble PP Stanlib BALANCED FUND OF FUNDS
  • Noble PP Stanlib WEALTH CREATOR FUND OF FUNDS
  • Noble PP Stanlib ALL WEATHER FUND OF FUNDS
  • Noble PP Stanlib FLEXIBLE FUND

3. Model Portfolios

4. Pension Fund Asset Management

5. Corporate Saver Investments

  • Call - 12 Months fixed deposit
  • 32 Day notice deposit

6. Savings Plan

  • Direct Unit Trust investments into all our local Unit Trust funds class A2
  • Minimum single investment R10 000.00   Monthly contribution R500.00

7. Unit Trust Funds available on the following LISP platforms:

  • Stanlib    
  • Momentum Wealth    
  • Old Mutual     
  • Aims    
  • Sanlam Glacier    
  • Investec

8. Investment Academy

  • Carefully selected practical aspects of the economy, financial markets and instruments
  • Receive CPD (Continued Professional Development) credits to maintain your professional status. Credits according to FPI standards

9. Access to Medical Schemes

10. Fiduciary Solutions

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