Connexionwise-Finances

Services

What are unit trust!

A unit trust (also called a collective investment scheme) is a type offund where your money is pooled Retirement doesn’t have to be dull. Whether you want to maintain a certain lifestyle or see the world, investing in the Sanlam Cumulus Echo Retirement Plan rewards you for saving towards these goals with a Wealth Bonus, so 65-year-old you can enjoy the retirement you deserve.

What We Do

We assess unit trust fund flexible to suit your pocket and secure alongside you to make sure you make the right decision.

Your money can grow faster in a tax-free savings account compared to a regular savings account because you don't pay tax on the investment return.
A tax-free savings account is therefore an effective way to save for your goals, because any interest, dividends or capital gains from your tax-free savings account will be free of tax
Saving in a tax-free savings account gives you flexibility as you don’t have to commit to any future contributions. You can withdraw from your investment at any time. Withdrawing funds, however, may prevent you from reaching your savings goals, and will use up part of your lifetime limit for tax-free savings.

Benefits of a trust fund

You can choose a unit trust that suits your needs and time horizon. While you can monitor your investment and make changes at any time without transaction fees or penalties, we encourage long-term investing.

Professional fund management
Liquidity * Professional management
Work fewer hours — and make more money
ABroad diversification from a single investment.
Low initial investment amount./li>
Life annuity
Capital Protection Plan
Work fewer hours — and make more money
ABroad diversification from a single investment.
Low initial investment amount./li>

It's important for individuals to conduct thorough research

Additionally, regulatory bodies in the financial industry may provide information about the licensing and compliance status of brokers. Consulting with a financial advisor can also be beneficial in making informed investment decisions.

Curious about your financial future? What investment goals are you looking to achieve?

A unit trust is a type of investment vehicle where investors pool their money to form a fund. The fund is divided into units, and investors own these units based on their investment amount. Professional fund managers manage the pooled funds.

Are unit trusts suitable for all investors?

Unit trusts can be suitable for a wide range of investors, from beginners to experienced ones. However, individuals should carefully consider their investment goals, risk tolerance, and time horizon before investing.

How can I invest in a unit trust?

To invest in a unit trust, individuals typically need to contact a fund management company or financial institution offering the unit trust. The investment process involves completing application forms and providing necessary documentation.

Whats a Tax Free Unit trust?

A tax-free unit trust works largely the same as a standard unit trust, except that you don’t pay any tax on your interest or dividends earned, and capital gains are tax-free too.

This means you don’t pay tax on the growth of your investment, which makes it a far more effective way to reach your goals.

One of the standout features of connexionwise is their customer service. The support team is incredibly responsive, and I have never had to wait long for a thorough and helpful response to my inquiries. Whether it's a question about my portfolio or assistance with a transaction, their team goes above and beyond to ensure a positive client experience.

Jericho Masemola

Business Owner

The investment guidance provided by connexionwise has been instrumental in helping me make well-informed decisions. My financial advisor took the time to understand my investment goals, risk tolerance, and preferences. The personalized advice and regular portfolio reviews have given me confidence in my investment strategy.

Daryl Lance

Entrepreneur

One aspect I appreciate about connexionwise is their transparency regarding fees. All costs associated with managing my investments are clearly outlined, and there have been no hidden surprises. The fee structure is competitive, especially considering the level of service provided.

Maggy

JMPD Officer

I have been a client of connexionwise Investment Brokers for the past three years, and my experience has been nothing short of exceptional. From the moment I opened my account, the team at connexionwise has consistently demonstrated a high level of professionalism and expertise.

Nkanyezi Mdau

Doctor

Learn More | Request a Consultation

Get Started Today | Contact Us