Sharing 10 years of investment excellence with you

 

Our latest investment opportunities

Over the past 10 years we have created exceptional value for our clients through our unique shared-value model. Our investment plans reward you for saving more, getting healthier and remaining invested for longer. So far we have created over R5.7 billion in value for our clients. In celebration of our 10 year anniversary, we have created investment opportunities to give you even more value.

You can pay 0% administration fees on all funds for a year

To give you a better start to your investment journey, this offer allows you to pay 0% administration fees on all funds for a year on the following investment plans:

  • Lump-sum Discovery Retirement Plans
  • Discovery Preserver Plan
  • Linked Retirement Income Plan
  • Classic Flexible Investment Plan.

Valid from 6 November to 31 March 2018

Get an additional 10% retirement income for three years

The Fixed Retirement Income Plan provides you with an income for life. With this offer, you can receive an additional 10% to your retirement income for the first three years. The additional income is an addition to your quoted annuity income amount, after allowing for annual escalations and before deducting tax.

Valid from 6 November to 31 March 2018

Convert your life cover into additional retirement income

Discovery Retirement Optimiser allows you to convert your unneeded life cover into tax-free cash payments in retirement through a benefit called the Life Plan Optimiser. This offer enhances the Life Plan Optimiser amount by multiplying it by 1.2. Your accrued Life Plan Optimiser amount is multiplied by 1.2, after growth and fees have been allowed for.

Valid from 6 November to 31 March 2018

Terms and conditions apply.

The above is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser.

Discovery Life Investment Services Pty (Ltd): Registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life assurance products are underwritten by Discovery Life Ltd. Registration number: 1966/003901/06. An authorised financial service provider and registered credit provider, NCA Reg No. NCRCP3555.

 
 
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