Individual Service Offerings

INVESTMENTS

SMB Financial Planning - Icons - Individual - Offshore Investments PNG

OFFSHORE

Invest to create wealth through offshore investments

SMB Financial Planning - Icons - Individual - Multiple Access Investments PNG

MULTIPLE ACCESS

Enjoy liquidity with immediate and unrestricted access to your investment, as and when required.

SMB Financial Planning - Icons - Endowment PNG

ENDOWMENT

An Endowment Investment Plan pays you a loyalty bonus.

SMB Financial Planning - Icons - Individual - Guaranteed Investment Plan PNG

GUARANTEED

Provides a guaranteed fixed return on your investment.

SMB Financial Planning - Icons - Individual - Gateway Investment PNG

UNIT TRUSTS

Invest in a select range of Unit trusts in one place and when you need your money, you will have full access to your investment at no cost.

EVOLVE

We take on the risk, and you share in the rewards of great returns.