Our Services
Build an investment approach around your goals, time horizon, contribution needs and attitude to risk.
Service Overview
Discovery Invest provides access to a range of investment plans and investment funds for different goals and timeframes, including local and international investment opportunities. Cherokee Wealth can help you clarify the goal you are investing towards, understand the structure of relevant options and discuss the considerations involved in selecting an investment approach.
Key Information
Start with what the money is for and when you may need to access it.
Understand the role of different investment plans, funds and managers.
Discuss relevant South African and international investment opportunities.
Revisit your investment approach as markets, goals and personal circumstances change.
How We Help
Your adviser starts with your circumstances and the reason you are exploring this service. From there, the conversation focuses on the information, product rules and practical considerations that are relevant to you.
Our Process
Clarify the purpose, timeframe and amount you want to invest.
Review the options relevant to your needs and risk considerations.
Complete the selected investment application and contribution setup.
Monitor the plan and revisit it when circumstances change.
Start with a conversation about your needs and the questions you want answered.
Cherokee Wealth is a juristic representative of Discovery Life Limited. Product rules, terms, conditions, eligibility criteria and applicable limits apply. Information on this page is general in nature and does not replace advice based on your personal circumstances. Investment values can rise or fall and past performance is not a guarantee of future performance.
