About This Partnership
Broadening the investment and retirement solutions available to our clients.
Distinctive Wealth Management works with Allan Gray to give clients access to a range of investment and retirement solutions. Where appropriate to a client's circumstances and objectives, we can assist in understanding the relevant Allan Gray solutions and how they may fit within a broader financial plan.
Not every solution is automatically suited to every client — our role is to help you understand what is available and whether it is appropriate for your situation.
1 Investments
- Unit Trusts
- Tax-Free Investment
- Endowment
- Offshore Investments
- Offshore Endowment
2 Retirement
- Retirement Annuity
- Pension Preservation Fund
- Provident Preservation Fund
- Living Annuity
3 Business Retirement
- Umbrella Retirement Fund