Fund Range

At SA Financial Planners, our dedication to your personal choice and needs means that we’ll help you choose from a range of investment funds (including unit trusts), which are managed by some of South Africa’s leading fund managers. We’ll help you to link your preferred funds to your investment strategy – improving your chances of reaching your financial goals.

The benefits to this approach include:

  • Managed Solutions: a range of innovative local and international risk-profiled investment funds are available for your investment
  • Core Portfolio: you’ll have access to the four main pillars of investing – shares, cash, bonds, and property
  • Regular fund reviews: you get the most recent information on funds available to the Core Portfolio.

If you have any questions, please complete the contact form with your details and we’ll call you.