Because no-one invests to lose money,


Nedgroup Life offers three types of


5-year secure investments for investors.

At Nedgroup Life we have developed a range of 5-year secure investments because we believe that "no-one invests to lose their money". Nedgroup Life offers secure, tax-efficient investment solutions to serious investors who want to invest a single lump sum or 60 monthly instalments, without exposing their capital to market fluctuation risks. The capital is invested for a minimum period of five years (ie 60 months) with Nedbank Capital.

Guaranteed Growth Plan

The Guaranteed Growth Plan offers a solution for investors who:

  • Can afford to invest a minimum lump sum of R50 000
  • Want to protect the exposure of their capital to market volatility
  • Need to grow their capital invested with a stable and predictable outcome
  • Are willing to invest their funds for a minimum of five years
  • Want to lock in a guaranteed growth rate

To buy this product, contact a:

  • Nedbank Financial Planner
  • Old Mutual Personal Finance Advisor
> Download product brochure

Guaranteed Income Plan

The Guaranteed Income Plan offers a solution for investors who:

  • Can afford to invest a minimum lump sum of R50000
  • Want to enjoy immediate income, for 60 months, out of the funds invested
  • Need to grow their capital invested with a stable and predictable outcome
  • Are willing to invest their funds for a minimum of five years

To buy this product, contact a:

  • Nedbank Financial Planner
  • Old Mutual Personal Financial Advisor
Download product brochure

Guaranteed DreamMaker Plan

The Guaranteed DreamMaker Plan offers a solution for investors who:

  • Can afford to invest a lump sum of R5 000 – R50 000 or 60 monthly contributions of R100 – R5 000
  • Want to access the upside of growth by investing in the capital markets
  • Need to grow their capital invested without the risk of losing any of their initial capital value
  • Are willing to invest their funds for a minimum of five years

To buy this product, contact a:

  • Nedbank Financial Planner
  • Old Mutual Personal Financial Advisor

Download product brochure

 

Product comparison matrix


Guaranteed Growth Plan Guaranteed Income Plan  Guaranteed DreamMaker Plan
Minimum Investment

R50 000

R50 000

lump sum of between R5 000 and R50 000 
or
60 monthly contributions of between R100 and R5 000 

Eligible Lives

 

Natural persons only

Minimum entry age: 18 years

Maximum entry age: None. However standard terms will be adjusted for individuals older than 85 years at next birthday

Natural persons only

Minimum entry age: 18 years

Maximum entry age: None. However standard terms will be adjusted for individuals older than 85 years at next birthday

Natural persons only

Minimum entry age: none

Maximum entry age: None. 

Annuity payments

Not applicable
Term:  60 monthly payments, in advance

Not applicable

Withdrawal options

1 Part or full surrender only. No loans allowed

1 Loan only

1 Part or full surrender only within a 5-year restriction period. No loans allowed

Apply

Nedbank branch and Strategic Sales Alliance

Nedbank Financial Planner and Old Mutual Personal Financial Advisor

Nedbank Financial Planner and Old Mutual Personal Financial Advisor