Covision Wealth

Financial advice helping you achieve your goals

Our team is committed to helping people make smart financial decisions. We custom-crafted our advice to suit your financial goals and needs.

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What to expect

Our service is personalised for you

There is no ‘one size fits all’ solution for financial planning – our service is personal to you. We actively listen and work with you to understand your financial goals and needs.

A higher standard

We put your best interests before our own. We are straightforward about what we do for you and what it costs.

A dedicated team

Our financial advisers spend their days helping people at all stages of life to make the most of their money and achieve their financial goals.

Start your money journey

Investing is the key to building wealth. That’s why we select products that let you start investing at your own pace, on your own terms.

Unit Trusts

If you have both short-term and long-term financial goals, a unit trust is a suitable option. It offers you easy and affordable access to financial markets and the flexibility to make contributions and withdrawals whenever you wish.

Tax-free Savings

If you wish to save for big expense items (such as sending your children to university or buying a house), tax-free savings could be for you. Apart from the savings benefit, your investment growth will be tax-free.

Secured Investment

A secured investment allows you to earn a higher rate of interest than you would with a money market investment or a bank deposit, while protecting your capital value.

Buy shares on the JSE

Invest in the JSE with as little as R200. Buying shares opens up a world of opportunities for you to invest in the future and grow your personal wealth.

Saving towards your retirement

The South African Retirement Reality Report of 2020 found that nearly half (49%) of South Africans do not have a retirement plan.

Retirement planning is one of the most important financial challenges most people face. We can help you to make the most of your pension, and achieve the retirement you want and deserve.

Transfer your pension

If you wish to take your pension lump sum and see it continue to grow once you have left your employer, you could transfer it to a preservation fund. You may transfer this money to a preservation fund in the event that you are dismissed or retrenched, or that you resign from your job.

Government Employees Pension Fund Transfer

If you wish to transfer your pension savings from the GEPF (Government Employees Pension Fund) to another approved retirement fund, we can help you earn an income at retirement or preserve your pension savings. Our professional solutions are designed to provide an optimal balance to suit your specific circumstances when you retire or choose to resign from your post.

Earn an income at retirement

As you approach retirement, you may wish to earn an income from your accumulated retirement savings through a flexible withdrawal arrangement, such as a living annuity. It lets you earn a retirement income while continuing to invest.