Investment Planning

Navigating intricate investment options can be daunting, but with a Nedplan Insurance Broker at your side, creating an investment plan that suits you is made simple.

Your broker will take a variety of investment planning aspects and the right products to meet your financial goals into account when advising you. Some of these aspects include:

• 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-outs, or contribute smaller, regular amounts over time;
• Tax and legal implications – Your broker keeps up to date on changes in tax and legislation to make sure your portfolio is on track and gaining maximum efficiency; and
• An ideal retirement plan – Your vision for your retirement is unique and has its own unique needs. Your broker will make sure that he or she understands your dreams and goals, and structure the right plan for you. 

Nedbank offers a variety of investment solutions. Let your Nedplan Insurance Broker advise you on the right components for your portfolio ranging from:

• Long-term investments and managed services;
• Unit trusts;
• Offshore investments;
• Retirement provision; and
• Unit-linked investments 

Tel: 061-295 2503/2905

Email: nedplan@nedbank.com.na