Invest

Bredfin offers a wide variety of investment vehicles depending on each client’s needs and goals. As each client is different, it’s crucial to know the time period of an investment as well as the client’s risk profile.

Once we have a good understanding of your financial world, we'll match model portfolios to your portfolio. This helps us to cater to your specific needs and goals.

Retirement Annuity

The perfect tax-efficient vehicle to invest funds for the purposes of retirement. RA’s only pay out from age 55.

Endowment

A perfect tax-efficient vehicle for a high-net-worth client. This investment is taxed internally at 28%.

Unit Trusts

Funds can be withdrawn and added at any point in time during the investment period. This is the ideal investment option to prepare for a child’s education, or savings.

Offshore

Investing offshore plays a critical part in any client’s portfolio, as it reduces risk. Investment in offshore companies can be done in South African Rand or in United States Dollar.

We advise on the following investment opportunities to our clients: