Investments & Savings

Grow your wealth and achieve your financial goals with our tailored investment solutions

Build and Grow Your Wealth

At Lebon Consulting, we understand that building wealth requires a strategic approach tailored to your unique financial goals and risk tolerance. Our comprehensive investment and savings solutions are designed to help you grow your wealth over time while managing risk effectively.

We work with South Africa's leading financial institutions to provide you with access to a wide range of investment options, from conservative savings vehicles to growth-oriented investment portfolios, all managed by experienced investment professionals.

Personalized investment strategies
Diversified portfolio options
Regular portfolio reviews
Investments and Savings

Our Investment and Savings Solutions

Unit Trusts

Access to a wide range of unit trust funds across various asset classes, managed by experienced fund managers with proven track records.

Tax-Free Savings Accounts

Maximize your returns with tax-free growth and withdrawals, allowing you to save up to the annual and lifetime limits without paying tax on your investment returns.

Endowment Policies

Tax-efficient investment vehicles for higher-income investors, offering potential tax savings and estate planning benefits with a medium to long-term investment horizon.

Offshore Investments

Diversify your investment portfolio globally with access to international markets, currencies, and investment opportunities, reducing country-specific risk.

Fixed Deposits

Secure, guaranteed returns with fixed deposit accounts from leading financial institutions, ideal for conservative investors or short-term financial goals.

Structured Products

Innovative investment solutions that combine elements of traditional and alternative investments, offering potential for enhanced returns with defined risk parameters.

Why Choose Our Investment and Savings Solutions?

Personalized Investment Strategy

We develop a personalized investment strategy based on your financial goals, risk tolerance, and time horizon.

Diversified Portfolio

We help you build a diversified investment portfolio to spread risk and optimize returns across different asset classes.

Expert Financial Advice

Our experienced financial advisors provide expert guidance to help you make informed investment decisions.

Regular Portfolio Reviews

We conduct regular portfolio reviews to ensure your investments remain aligned with your financial goals and market conditions.

Start Growing Your Wealth Today

Contact us for a personalized investment consultation and discover how our investment and savings solutions can help you achieve your financial goals.