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Investments & Savings

Practical Savings & Investments

Whether you are saving for a first home or managing a multi-billion portfolio, our mission is to deliver innovative, risk-adjusted solutions that create lasting value.

Trustfund Savings Account

Trustfund Savings Account

OVERVIEW

A flexible account with no minimum deposit limit, offering an attractive interest rate of 5% per annum and customisable withdrawal periods. Specifically designed for major milestones or projects, these accounts offer a higher rate of 7% per annum and can even be used as collateral for financial facilities.

KEY BENEFITS
  • Our savings solutions are engineered to help you reach your financial milestones with stability and competitive returns.
  • Each account is designed to balance accessibility with long-term growth.
  • Start saving with no minimum limit and make deposits on a daily, weekly, or monthly basis to suit your cash flow.
 Leaders Savings Scheme

Leaders Savings Scheme

OVERVIEW

A dedicated savings plan for children (operated by parents) that earns 6% interest per annum and provides opportunities for annual scholarships. Secure, fixed-term investments for those looking to lock in competitive rates for a set period.

KEY BENEFITS
  • You predetermine your withdrawal periods, giving you the discipline to save while maintaining necessary access to funds.
  • Specifically designed for major life projects, milestones, or fixed dates agreed upon at the start.
  • Once established, your Target Savings balance can be used as collateral for credit facilities.
Asset Management

Asset Management

OVERVIEW

Innovative strategies spanning equity, fixed income, and multi-asset classes across global, emerging, and frontier markets. Direct access to professional advisors who help you build bespoke portfolios including common shares, corporate bonds, and income trusts.

BENEFITS
  • To ensure you reach your goal, withdrawals are restricted until your target date or milestone is met.
  • There is no minimum limit on the amount that can be saved, encouraging a habit of saving from a young age.
  • Ideal for preserving capital, these accounts lock in a competitive interest rate for a specific term.

Diversified Risk Management

We design strategies that prioritise the identification and prioritisation of risk to ensure stable, long-term returns.

Global Reach

Benefit from our international footprint and "best of breed" model that leverages top-tier financial centres worldwide.

Transparency

We are committed to being upfront and honest in all dealings, providing 24/7 online visibility into your portfolios.