LifeCycle
Living Annuity
Retirement Annuity Fund
ENDOWMENT Policy
PRESERVATION FUNDS
Helen Masson, Daniel Clifford and David Graham, after many years of intense deliberating and planning, getting the experience and knowledge required, have put together a product range for pre and post retirement that aims to cater for all South Africans. We don’t believe in minimums, penalties, bonuses if you remain faithful, or fancy and complicated structures. We believe in simple, transparent, easy to understand products.
LifeCycle ENDOWMENT Policy
The LifeCycle Endowment is an investment-linked policy to assist you in saving towards your long term goals. It supports disciplined investing but at the same time allows you flexibility to change the investment particulars. If you are comfortable with a minimum five-year investment term, want a tax-efficient way to save, and wish to create liquidity in your estate, our Endowment Policy may meet your needs.
