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Wealth Plans

The Clientèle Wealth Plan is a long-term investment plan (20 years) managed by professional fund managers who will invest in shares listed on the Johannesburg Stock Exchange as well as other assets such as cash and property.
  • Wealth Plan
  • Clientèle Wealth Plan

    From R300 per month, choose the Clientèle Wealth Plan and benefit from saving money each month!

    Why the Clientèle Wealth Plan?

    • A 20 year savings plan with a trusted partner
    • Top class investment plan managed by professional Fund Managers
    • Get into the habit of saving and make your future memorable!

    One simple way to apply
    Complete the CALL ME BACK form on the right and we will call you.
  • call me back for a quote

    Complete the form below and one of our friendly consultants will call you back for a quote.

    call me back


  • online quote