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Our investment ideology, tailored to you.

Retiring well means reaching your goals and living without the fear that you’re going to run out of money. What does that kind of peace of mind feel like? Priceless… and we help you plan and invest for it. 

We help you craft an actionable plan to make your money outperform inflation with as little risk as possible. Our specialties lie in crafting financial portfolios based on your current financial situation to reach your specific goals, whether that is to achieve financial independence or secure a comfortable retirement.

Outperform Inflation

Diversify Your Income

Achieve Financial Freedom

Retire In Comfort

Retirement Annuities & Income Plans

Depending on which plan you choose you can receive up to 50% more income for your retirement and if you have Life Cover with us you can convert your unused Life Insurance into tax-free cash payments. Secure your future.

Endowment Plans

Get access to a wide range of funds, managed by Sustainable Wealth Management and Discovery with a medium-term investment of at least five years. Plus, you'll be rewarded the longer you stay invested and a boost up to 26% on your initial lump-sum investment.

Offshore Plans

Gain access to a range of global funds and diversify your investment by geography, asset class and currency with withdrawals at any time. Plus, Discovery will invest an extra 7.5% on your initial lump-sum contribution.

Flexible Investments Plans

Get a head start with your investments and grow your money faster with discounts up to 100% on your fees.

Guaranteed Returns Plans

Know exactly where your investment will be five years from now with a Guaranteed Investment Plan.

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Our Wealth Services

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Retirement & Financial Planning

Others talk of a comprehensive approach. We embody it.

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Medical Aid

Safeguard your financial well-being by prioritising your health.

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Investments

Our investment ideology, tailored to you.

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Life insurance

One of the foundational pillars of your family's financial security.

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Short-term insurance

Prepare for the unexpected and live with peace of mind.

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Group Medical Aid

Boost loyalty, productivity, and morale by catering to your employees' specific healthcare and financial needs.

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Group Pension & Provident Funds

Help your employees reach their retirement goals with unique rewards, benefits and digital engagement.

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Group Risk (Life Insurance)

Protect your employees and their families against financial difficulty in the event of death, disability and severe illness.

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Services for Individuals
Retirement & Financial Planning
Medical Aid
Investments
Life insurance
Short-term insurance
Services for Businesses
Group Medical Aid
Group Pension & Provident Funds
Group Risk (Life Insurance)
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Sustainable Wealth Management is a juristic representative of Discovery Life Limited, an authorised financial services provider, FSP 18147