Savings, Investments & GEPF Transfers

At Truesure, we understand the importance of planning for the future and building wealth over time.

Whether you're saving for retirement, your children's education, or building wealth over time, our Savings & Investments solutions are designed to help you achieve your financial goals. With a variety of investment options and expert guidance, we make it easy for you to grow your money while securing your financial future.

Our investment options are crafted to suit your risk tolerance, time horizon, and financial objectives. Whether you prefer a conservative approach with steady returns or are looking to take advantage of higher growth opportunities, we offer solutions that work for you.

Key Benefits

  • Tailored Investment Plans

    From low-risk savings accounts to diversified investment portfolios, we provide products that align with your specific financial goals and risk profile.

  • Expert Advice

    Our team of financial advisors will guide you through the best investment strategies, helping you make informed decisions about how to grow your wealth.

  • Flexible Contributions

    With flexible saving and investment options, you can start with a small amount and increase your contributions over time.

  • Wealth Building for Every Stage

    Whether you're a young professional just starting your career or approaching retirement, we offer solutions that grow with you.

Retirement Accounts

Grow your savings for retirement with tax-advantaged plans, including pension funds, individual retirement accounts, and employer-sponsored savings schemes.

  • Pension fund options
  • Individual retirement accounts
  • Employer-sponsored schemes
  • Tax advantages

Unit Trusts & Mutual Funds

Pool your money with other investors to access a diversified range of assets, including stocks, bonds, and real estate.

  • Diversified portfolios
  • Professional management
  • Stocks, bonds & real estate
  • Risk spreading

Fixed Deposits & Bonds

For those who prefer stability, fixed deposits offer guaranteed returns, while bonds provide opportunities in corporate and government securities.

  • Guaranteed returns
  • Fixed period investments
  • Corporate bonds
  • Government securities

Education Savings Plans

Invest in your children's future with specialized savings plans designed to fund education costs and provide financial security for their learning journey.

  • Education-focused savings
  • Long-term growth potential
  • Tax-efficient structures
  • Flexible contributions

GEPF Transfers: Secure Your Pension Benefits

If you're a current or former government employee in South Africa, we help you navigate GEPF Transfers with confidence.

If you're a current or former government employee in South Africa, you're likely familiar with the Government Employees Pension Fund (GEPF). The GEPF provides essential retirement benefits for public sector employees, but sometimes your career path or life circumstances may require transferring your pension benefits.

At Truesure, we help you navigate GEPF Transfers, ensuring that your hard-earned pension benefits are protected, transferred efficiently, and invested for maximum growth. Transferring your GEPF benefits can be a complex and time-consuming process. Our expert team makes it easy by providing guidance and support at every step.

GEPF Transfer Benefits

  • Seamless Transfer Process

    We handle all the paperwork and administrative steps involved in transferring your GEPF pension benefits to another fund or retirement plan.

  • Preserving Your Retirement Savings

    Our goal is to ensure that your pension funds are transferred in full, preserving your retirement savings without losing any value or potential growth.

  • Expert Investment Advice

    Once your transfer is complete, we work with you to identify suitable investment opportunities that maximize the returns on your pension funds.

  • Regulatory Compliance

    We ensure that all transfers comply with South African regulations, protecting your rights and ensuring that your pension remains intact throughout the process.

How the GEPF Transfer Process Works

  • Consultation

    Our team will review your current pension benefits and provide expert advice on the best transfer options available to you.

  • Paperwork & Submission

    We will assist you in completing the necessary paperwork for your GEPF transfer and submit it to the relevant authorities or pension providers.

  • Funds Transfer

    Once the transfer is approved, we'll ensure the funds are moved securely to your new retirement plan.

  • Investment Guidance

    After the transfer is complete, we'll work with you to select the right investment strategy to ensure your funds grow according to your retirement goals.

  • Ongoing Monitoring & Support

    We continue to monitor your investment and offer advice to ensure your retirement savings are performing well.

Investment Categories We Offer

  • Growth Investments

    Stocks, equity funds, and growth-oriented investments for long-term wealth building and capital appreciation.

  • Conservative Investments

    Fixed deposits, government bonds, and stable income investments for risk-averse investors seeking steady returns.

  • Balanced Portfolios

    Diversified investment portfolios combining growth and income investments for balanced risk and return profiles.

  • Property Investments

    Real estate investment trusts (REITs) and property funds for exposure to the property market without direct ownership.

A Future of Financial Security

Whether you're just beginning to save for your future or looking to manage your pension benefits more effectively, Truesure is here to help you build the financial security you deserve. Our Savings & Investments options and GEPF Transfer services are designed to give you control over your financial future.