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Investing that windfall I received towards my retirement is the best decision I’ve ever made.
The Max Investments Flexible Investment Plan is a savings plan that allows you the freedom to save on a regular basis for however long you want. And with an initial amount of only R10 000 you can choose to just preserve your money.
Max Investments Flexible Investment Plan offers you a range of options and benefits that will suit the way you want to save and assist you in reaching your goals:
Calculate the tax incentive benefits when investing a lump sum in a retirement annuity:
The Flexible Investment Plan provides a savings vehicle which allows you the freedom to choose to invest
via any of the following:
Unlike the Focussed Investment Plan, no commitment to future investments is necessary.
You can choose from a range of tax wrappers available on Max Investments. This means that you have access to the most appropriate and tax efficient solution for your individual needs.
You have automatic access to leading funds managed by a range of the leading fund managers in South Africa. This means that you can, for example, combine an Old Mutual fund, an Allan Gray fund and an Investec fund all in a single Max Investments plan. You benefit from consolidated reporting on the performance of your investments as well as a convenient single point of contact to manage your investments on an ongoing basis.
You benefit from a very competitive and transparent charging structure and are able to influence the charges on your investment. Max Investments rewards you for your commitment to save, the longer you stay invested, the less you pay in asset plan charges. (Please note: May not apply if certain external Unit Trust funds are selected, or if payment method is by stop order.)
You can switch your current investment value or future premium payments into any of the leading investment funds available through Max Investments whenever you like. The number of switches allowed is unlimited, and there is no charge for switching. (Subject to terms, conditions and any legal restrictions.)
Regarding the Endowment and LISP products within the Max Investments plans, you can make ad hoc disinvestments or zero-interest loans from specific funds, or set up a schedule of regular disinvestments or zero-interest loans to meet your liquidity requirements. You have the option to repay these zero-interest loans and invest again in the future when you can afford to, to ensure your investment goals are met. (Subject to terms, conditions and any legal restrictions. Only one disinvestment and zero-interest loan can be made during the restriction period of an Endowment.)
Max Investments offers you access to a colossal range of investment funds (also known as underlying investments) that enable you to create a portfolio that matches your objectives and appetite for risk.
Kickstart your child's education savings by investing a lump sum in SmartMAX Flexible Plan!
From as little as R350 a month you can start building your child's education savings with SmartMAX!
Do you have a lump sum or ad hoc access to funds? Invest it in a greater future with Max Investments.
You can look forward to your retirement! Make a start with just R250 a month.
If you have access to a lump sum, or funds on an ad hoc basis, the Max Investment Plan is for you.
If you dream it, you can achieve it. Take the first step with a Max Focussed Investment Plan.
Need an income for a fixed term and have access to a lump sum of R10 000 or more that is not derived from a retirement investment? Then MAX Income Investment is the solution for you.
The Income for Life solution enables you to choose from a variety of income options to suit your situation or needs. Minimum investment amount is a lump sum of R10 000.
Looking to invest a lump sum derived from a retirement funded source such as an RA? Why not consider the MAX Income for Life (Retirement) solution which guarantees income for the rest of your life.
This income-generating investment offers a flexible solution that combines investment freedom and market-based performance. You get to choose the percentage of capital (annually) that you take as an income.
Tel: 0860 WISDOM (947366)