Why are you investing?
Start with as little as R500 per month today.
My Financial Goal Is To
Travel The World
Make that dream holiday a reality. Visit places you’ve always wanted to see. Expand your life experiences.
Buy A Home
Tired of your existing living arrangements? Take the first step in getting your dream home.
Get An Education
The best investment you can ever make is an investment in yourself and your children.
Build A Safety Net
When you are faced with financial hardship, make sure that you have some cash stashed away.
Tax Free Saving
Make use of this very generous tax efficient investment vehicle and achieve your goals sooner.
Save For Retirement
Make provision for comfortable and carefree golden years by starting early.
What Makes Us Different
Goal-Based Investments That Suit You
We’re doing investments in a whole new way. It’s not about risk but rather what you need the money for and most importantly when you need it.
All Your Investments In One Place
Keep track of not only your WealthPro investments but also any other investments you have by automatically and securely connecting your account to our innovative software.
Get Advice From Financial Advisors
You have the power to make your own financial decisions but you can always speak to one of our trusted advisors to help you make the right financial decisions to suit you.
Start Investing From R500 Per Month
Don’t feel like you’re in a position to start investing? Thanks to WealthPro you can now invest from as little as R500 per month and start building your investment portfolio.
How It Works
Watch the video
Set your first financial goal
Identify your financial goal using one of our predetermined categories. Once selected use our calculator to determine how and when you want to achieve the goal.
Complete and sign your documentation online
Once you are ready to start investing we will structure an investment consisting of active and passive unit trust portfolios. Your investment will be made without having to sign and fax documentation.
Track your goal
You will be able to view your investment at anytime and we will continuously track and monitor how close you are to achieving your goal to live the life of your dreams.
Help Centre
Units that are still being priced in (i.e. a price is still being determined), units that recently switched between funds (and the price is still being fixed) and units that are bought via a monthly debit order (the last two months – this is a requirement to minimise money laundering risks) are known as blocked units.
Blocked units can’t be transacted on until the block is lifted. For switched units it is only 1-2 working days. For new contributions that are done via a debit order it is 45 days. As such the last two months contributions are not immediately available but will become available after the 45 day period.
As an example : If you contribute R500 per month then you will contribute on the 1st of January R500 and the 1st of February another R500. January’s R500 contribution will only become available from 16 February. Please remember to plan accordingly.
