Savings and Investment Products

With a wide range of savings products, unit trusts, ETFs, ETNs and unitised life funds, WealthFoundry enables financial advisors to design and manage personalised financial plans for their clients.

Investment Account

Invest in a range of investment options, from domestic and offshore tracking and passively managed funds to actively managed funds.

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Tax Free Savings Account

Start saving for those short or long-term goals free of any tax concerns.

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Retirement Annuity

A personal pension plan which is highly flexible and tax-efficient.

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Preservation Fund

A retirement fund that invests the proceeds of a pension and/or provident fund when changing employer, upon resignation, dismissal or retrenchment.

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Forlife Living Annuity

An innovative product combining the flexibility of a living annuity with the security of a lifetime income.

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Investment Policy

With a minimum investment term of five years, this is suitable if the marginal tax rate is higher than 30%.

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Group Tax Free Savings Account

A cost-effective, tax-efficient savings product which enables employers to offer a general savings solution to their staff.

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Group Retirement Annuity

A group administration arrangement that allows employers to offer a cost-effective, tax-efficient and portable retirement savings solution to their staff.

Employees retain all the benefits of investing in an RA, with contributions linked seamlessly to their salaries.