Investments
Investment products help you grow your wealth and secure your financial future. We offer a range of investment solutions including unit trusts, tax-free investments, retirement annuities, and living annuities to meet different financial goals and circumstances, both before and after retirement.
Our expert investment planning gives you confidence in tomorrow, knowing your wealth is protected and growing toward your goals.
Unit Trusts
Unit trusts provide flexible investment solutions with professional fund management at cost-effective rates. You maintain control over your investment while benefiting from expert portfolio management. Perfect for achieving both short and long-term financial goals, unit trusts offer the flexibility to access your funds whenever needed without being locked into fixed terms.
Retirement Annuity
A retirement annuity helps you build sufficient savings to maintain your standard of living after retirement. Start investing in your financial independence today and secure your future without relying on others for support.
Provides retirement income from age 55 onwards
You can only access up to one third of your lumpsum at retirement age
The balance must be reinvested to draw an income
You would also enjoy tax benefits on your contribution however you would be taxed once you draw an income
Living Annuity
A living annuity allows you to invest your retirement savings while drawing a regular income. With advances in medical science extending life expectancy, your retirement income needs to last longer than ever before. A living annuity ensures your money continues working for you throughout your retirement years.
Our Approach
Many investors discover too late that their retirement savings won’t provide enough income to maintain their lifestyle, leaving them financially vulnerable in their golden years.
At Jacobs Financial Services, we ensure your investment strategy is designed to meet your actual retirement income needs and life expectancy. This gives you confidence that your money will last throughout your retirement without compromising your standard of living.
Our Product Providers
“Brilliant broker company that will work tirelessly at finding you the best possible insurance for car and home. I highly recommend them to find you the best possible solution.”
Barend Buys, Google Review
Give Your Family the Gift of Financial Security
Contact us today to determine the exact coverage that secures their future and gives you complete peace of mind.