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Cash Investments

Definition

As the name implies cash investments are investments that offer a high degree of liquidity. Cash investments are suitable for those who want immediate access to their savings without the risk of capital erosion. These investments are however not suitable for periods of longer than 1 year and you should rather consider adding some bonds and equity into your portfolio.

Examples of Cash Investments

  • Savings accounts
  • Money market funds
  • Certificates of deposit
  • Treasury bills (less than 12-month maturity)

We offer access to these products via Unit Trusts. See Unit Trusts for more information.

What We Do

  • Retirement Planning
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Vernon Cloete Financial Advisors have been advising clients for over 20 years. Founded in 1992 as an independent advisory firm, we focus on investing money with a view to help people achieve financial independence at the earliest possible age.

We offer our clients an unsurpassed service that is not only expected but deserved. Complex Wealth Management Equations Made Simple

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