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Investment Solutions

Build Wealth with Confidence

At Vizion Finance, we understand that investing isn't just about returns—it's about realizing your goals, achieving financial independence, and securing your future. Whether you're saving for a dream, preparing for retirement, or planning your legacy, our investment offerings are designed to meet you where you are—and grow with you.

Our Investment Approach

As an authorized partner of Old Mutual, we combine 180 years of trusted financial expertise with a modern, client-first approach.

 

Our solutions are:

  • Simple and Transparent – We believe financial planning should be easy to understand.

  • Flexible and Customizable – We tailor strategies to your unique needs and life stage.

  • Built on Expert Advice – You’ll benefit from industry-leading insights and personalized support

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Short-Term & Liquidity Goals

Emergency Fund Planning

High-Interest Debt Reduction Strategies

Savings for Holidays or Major Purchases

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Long-Term Wealth Planning

Retirement Annuities – Plan confidently for life after work.

Pension, Provident & Preservation Funds – Preserve and grow your retirement savings.

Tax-Free Savings Accounts – Maximize returns while minimizing tax obligations.

Education Plans – Secure a quality future for your children.

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Estate & Legacy Planning

Structured solutions to ensure your wealth is passed on effectively and with minimal fees.

Endowments & Voluntary Annuities – Ideal for tax planning and income certainty

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Premium Investment Opportunities

Access to Living and Life Annuities

Investment-Backed Lending – Leverage your portfolio to unlock additional capital.

Choose from top-performing funds with robust performance history.

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Why Choose Vizion Finance?

We don’t believe in one-size-fits-all investing. Instead, we take the time to understand your:

  • Income and financial position

  • Risk tolerance

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Why Choose Vizion Finance?

Together, we’ll build an investment strategy that reflects your vision for the future

  • Personal and business goals

  • Time horizon and liquidity needs

 

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INVEST WITH US 

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Copyright © 2025 | All rights reserved. | Vizion Finance is an authorised franchise of Old Mutual. Vizion Finance (Pty) Ltd is a licensed financial services provider and an authorised distributor of insurance and investment products underwritten by Old Mutual.
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