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Personal / Invest & Save

Invest & Save

Unit trusts, tax-free savings and retirement investing, held on Prism — the Group's investment platform, operated by Mzansi Wealth.

Grow your money, your way

Each option is built around a different goal and time horizon — most clients hold more than one at once.

Flexible

Unit Trusts

Pooled funds ranging from low-risk money market to high-growth equity, with no fixed investment term.

Start investingFrom R500/mth
Tax-Free

Tax-Free Savings Account

Invest in unit trusts inside a tax-free wrapper, with no tax on interest, dividends or capital gains.

Open a TFSAR36,000/yr limit
Retirement

Retirement Annuity

Tax-deductible retirement saving that locks in your contributions until age 55.

Start an RAUp to 27.5% deductible
Post-Retirement

Living Annuity

Draw a regular income in retirement while your capital stays invested and keeps growing.

Speak to an adviser2.5%–17.5% drawdown
Self-directed

Prism Direct

Prefer to invest yourself? Prism Direct lets you open an account and start investing in minutes — no adviser required.

Learn moreNo adviser

Not sure which investment fits your goals? An adviser at Mzansi Advisors can build a plan around your timeline and risk appetite.

Speak to an adviser
Wireframe rebuild — Mzansi Life & Wealth (fictitious)

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