Investments

Create and build your wealth through the various investment options offered by Sublime Financial Services in association with Executive Wealth Management (FSP:45926). To be successful clients need to invest based on a specific goal in mind. We have different investment vehicles and structures in place that can be customized to your need and this will help you achieve your goal and create wealth.

Investment companies have different product wrappers in place based on client’s various needs. Below are a list of the investment products we offer:-

Tax free investments: A recurring or lump sum accessible investment that allows clients to save without having to pay Capital Gains Tax or Dividends Withholding Tax
Unit trusts: A completely liquid investment that is recurring or lump sum in nature that allows clients to purchase unit trusts and participate in market growth.
Endowments: A 5 year lump sum or recurring investment. This is a good investment for clients in the higher tax bracket and allows clients to nominate a beneficiary for estate planning.
Retirement plans: A very tax efficient vehicle that allows clients to save for retirement. Contributions are tax deductible and savings are used to buy an income in retirement.
Retirement Income plans: Allows client to purchase an income in retirement. Clients can opt for a fixed rate or for market participation where they can nominate a beneficiary.
Preservation plans: when clients leave a company they have to park their money in preservation investment vehicle.
Guaranteed plans: Conservative clients who are looking for a fixed rate growth for their lump sum investments can invest into this wrapper with a guaranteed return on their money. This investment can be collaterally ceded and can have a beneficiary nominated.