Investment

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NAVIGATING INTRICATE INVESTMENT OPTIONS CAN BE DAUNTING, BUT WITH AN MSP FINANCIAL PLANNER AT YOUR SIDE, CREATING AN INVESTMENT PLAN THAT SUITS YOU IS MADE SIMPLE.

We take a variety of investment planning aspects and the right products to meet your financial goals into account when advising you.

Risk appetite – Depending on your age, portfolio and life stage, your planner will help you decide whether you need high, medium or low risks and returns.

Access to funds – From immediate access to long-term fixed investments, ensure your requirements are worked into your plan.

Lump sum or regular contributions – Invest a lump sum, such as an inheritance or investment pay-out, or contribute smaller, regular amounts over time.

Tax and legal implications – Your financial planner keeps up to date on changes in tax and legislation to make sure your portfolio is on track and gaining maximum efficiency.

An ideal retirement plan – Your vision for your retirement is unique and has its own unique needs. Your financial planner will make sure that he or she understands your dreams and goals, and structure the right plan for you.

I Mortgage offers a variety of investment solutions. Let your financial planner advise you on the right components for your portfolio from the following:

  • Long-term investments and managed services
  • Short-term investments
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You need something more?

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SAVING FOR RETIREMENT IS SOMETHING MANY PEOPLE ONLY THINK ABOUT AS THEY GET OLDER. BUT THE EARLIER YOU START, THE MORE YOU CAN SAVE.

Saving just a small amount monthly doesn’t cost you much.  Retirement can end up costing you a lot more than you think. You can, and should, start right away – even from your very first pay check!

We will assist you with:

  • A needs assessment;
  • An assessment of your individual situation; and
  • A recommended plan to help you save regularly and enough to make sure your retirement is stress-free.
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You need something more?

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AT I MORTGAGE WE UNDERSTAND THE IMPORTANCE OF A GOOD EDUCATION – WE ALSO UNDERSTAND HOW EXPENSIVE IT CAN BE.

The sooner you are able to start saving towards your children’s education, the better. There are many benefits to starting early:

  • Over time, even a small monthly contribution can grow into a sizable educational fund, especially by earning interest. This will help your children achieve their educational goals.
  • Education is getting more expensive all the time. The sooner you start preparing, the better equipped you will be to help secure your son’s or daughter’s future.

That’s why one of our financial planners will help you plan for your children’s education. Let us:

  • Assess your situation individually;
  • Determine your children’s educational needs; and
  • Structure a personalized savings plan.
i-mortgage-contact-us_263x236

You need something more?

+ Investment Planning
i-mortgage-investment-south-african-compass_512x307
NAVIGATING INTRICATE INVESTMENT OPTIONS CAN BE DAUNTING, BUT WITH AN MSP FINANCIAL PLANNER AT YOUR SIDE, CREATING AN INVESTMENT PLAN THAT SUITS YOU IS MADE SIMPLE.

We take a variety of investment planning aspects and the right products to meet your financial goals into account when advising you.

Risk appetite – Depending on your age, portfolio and life stage, your planner will help you decide whether you need high, medium or low risks and returns.

Access to funds – From immediate access to long-term fixed investments, ensure your requirements are worked into your plan.

Lump sum or regular contributions – Invest a lump sum, such as an inheritance or investment pay-out, or contribute smaller, regular amounts over time.

Tax and legal implications – Your financial planner keeps up to date on changes in tax and legislation to make sure your portfolio is on track and gaining maximum efficiency.

An ideal retirement plan – Your vision for your retirement is unique and has its own unique needs. Your financial planner will make sure that he or she understands your dreams and goals, and structure the right plan for you.

I Mortgage offers a variety of investment solutions. Let your financial planner advise you on the right components for your portfolio from the following:

  • Long-term investments and managed services
  • Short-term investments
i-mortgage-contact-us_263x236

You need something more?

+ Retirement Planning
i-mortgage-retirement-old-couple-on-bench_512x307
SAVING FOR RETIREMENT IS SOMETHING MANY PEOPLE ONLY THINK ABOUT AS THEY GET OLDER. BUT THE EARLIER YOU START, THE MORE YOU CAN SAVE.

Saving just a small amount monthly doesn’t cost you much.  Retirement can end up costing you a lot more than you think. You can, and should, start right away – even from your very first pay check!

We will assist you with:

  • A needs assessment;
  • An assessment of your individual situation; and
  • A recommended plan to help you save regularly and enough to make sure your retirement is stress-free.
i-mortgage-contact-us_263x236

You need something more?

+ Education Planning
i-mortgage-education-kids-in-class_512x307
AT I MORTGAGE WE UNDERSTAND THE IMPORTANCE OF A GOOD EDUCATION – WE ALSO UNDERSTAND HOW EXPENSIVE IT CAN BE.

The sooner you are able to start saving towards your children’s education, the better. There are many benefits to starting early:

  • Over time, even a small monthly contribution can grow into a sizable educational fund, especially by earning interest. This will help your children achieve their educational goals.
  • Education is getting more expensive all the time. The sooner you start preparing, the better equipped you will be to help secure your son’s or daughter’s future.

That’s why one of our financial planners will help you plan for your children’s education. Let us:

  • Assess your situation individually;
  • Determine your children’s educational needs; and
  • Structure a personalized savings plan.
i-mortgage-contact-us_263x236

You need something more?