We endevour to place all our investment business on “transparent” investment platforms where all fees and costs are clearly reflected. We are able to accommodate the majority of our offerings on one of our selected platforms; i.e L.I.S.P’s (Linked Investment Service Providers):

  1. Old Mutual – Galaxy/Investment frontiers
  2. Allan Gray
  3. Investec – We are a Fund Select Broker for Investec
  4. A.I.M’s (ABSA Investment Managers) This L.I.S.P houses our “Finsolnet” strategy.

The full range of insurance related products,i.e Retirement Annuities, Endowments, Preservation Funds etc, are available from all the L.I.S.P’s and are chosen according to our clients financial needs and objectives of the investment.

Investment Policy

Whilst the entire spectrum of unit trusts are available on these platforms we prefer to offer funds which have been tried and tested and where the L.I.S.P’s have done a degree of research and due diligence.

Risk Profiles

Our particular preference are our risks profiled and mandated funds such as our Finsolnet Funds where 3 distinct risk profiles are accommodated:

CPIX 2-3%

For the investor with a low risk tolerance. Ideal for retirement capital and an alternative to money market. Remains within Prudential Guidelines at all times.

CPIX 4-5%

Has a higher exposure to equity and is considered for a moderate risk profiled investor who can tolerate some volatility.

CPIX 6-7%

For the investor who believes in the long term benefits of equity exposure and is not affected in the short term by market fluctuations. The funds have high exposure to equity both local and international.