Building, preserving, and converting your long-term savings into sustainable lifelong income — in partnership with Allan Gray.
Truesure offers comprehensive pre and post-retirement financial planning solutions in partnership with Allan Gray, one of South Africa's leading long-term investment managers. Our solutions are designed to help clients build, preserve, and convert long term savings into sustainable lifelong income. We assist you in accumulating and protecting your wealth through your workings years and beyond.
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.
From low-risk savings accounts to diversified investment portfolios, we provide products that align with your specific financial goals and risk profile.
Our team of financial advisors will guide you through the best investment strategies, helping you make informed decisions about how to grow your wealth.
With flexible saving and investment options, you can start with a small amount and increase your contributions over time.
Whether you're a young professional just starting your career or approaching retirement, we offer solutions that grow with you.
Grow your savings for retirement with tax-advantaged plans, including pension funds, individual retirement accounts, and employer-sponsored savings schemes.
Pool your money with other investors to access a diversified range of assets, including stocks, bonds, and real estate.
For those who prefer stability, fixed deposits offer guaranteed returns, while bonds provide opportunities in corporate and government securities.
Invest in your children's future with specialized savings plans designed to fund education costs and provide financial security for their learning journey.
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.
We handle all the paperwork and administrative steps involved in transferring your GEPF pension benefits to another fund or retirement plan.
Our goal is to ensure that your pension funds are transferred in full, preserving your retirement savings without losing any value or potential growth.
Once your transfer is complete, we work with you to identify suitable investment opportunities that maximize the returns on your pension funds.
We ensure that all transfers comply with South African regulations, protecting your rights and ensuring that your pension remains intact throughout the process.
Our team will review your current pension benefits and provide expert advice on the best transfer options available to you.
We will assist you in completing the necessary paperwork for your GEPF transfer and submit it to the relevant authorities or pension providers.
Once the transfer is approved, we'll ensure the funds are moved securely to your new retirement plan.
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.
We continue to monitor your investment and offer advice to ensure your retirement savings are performing well.
Stocks, equity funds, and growth-oriented investments for long-term wealth building and capital appreciation.
Fixed deposits, government bonds, and stable income investments for risk-averse investors seeking steady returns.
Diversified investment portfolios combining growth and income investments for balanced risk and return profiles.
Real estate investment trusts (REITs) and property funds for exposure to the property market without direct ownership.
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.