Fixed-term investment options
Fixed Investment Options for Meaningful Cash Holdings
Compare fixed-term investment options for capital that is currently available, maturing or earning an unsatisfactory return.
For individuals, companies and trusts with R2.5 million or more available to invest.
No obligation. Your enquiry will first be reviewed to determine which options may be appropriate.
Why fixed investments
Why some investors use fixed investments
Certainty
Know the applicable rate and investment term upfront where the selected product provides a fixed contractual return.
Income
Consider options that can provide regular interest income where required.
Diversification
Fixed investments can form part of a broader portfolio alongside market-linked investments.
Investment terms, rates, access to capital, guarantees and risks differ between providers and products. Any recommendation remains subject to suitability and the applicable provider terms.
Who this is for
This may be suitable if:
- You have R2.5 million or more in available or maturing capital
- Your money is currently held in cash, money market or another investment
- You are considering investing for a defined period
- You would like to compare options from established investment providers
- You are investing personally, through a company or through a trust
Investment enquiry
Have Gert contact you
Leave a few details below and Gert will contact you to understand your requirements and discuss investment options that may be appropriate.
Adviser
Gert Robbertse, CFP®
Private Wealth & Financial Planning
Gert Robbertse is an authorised representative of Momentum Consult (Pty) Ltd, an authorised financial services provider, FSP 5503.