Discovery Invest current offers
Since the launch of our shared-value model, we have been changing the way clients invest. Our boosts and benefits drive positive behaviours that manifest in additional value, with more than R20 billion created to date. These benefits encourage clients to invest longer, invest more, live well, and withdraw wisely.
Retirement offers
Our retirement plans are designed to help you create financial security in retirement by rewarding you for healthy investment behaviours. By investing longer, investing more, living well, and withdrawing wisely, you can be rewarded with boosts and fee discounts.
PRE-RETIREMENT OFFER | EXISTING CLIENTS
Enjoy enhanced boosts to your retirement savings for investing more
What is the plan?
If you have an existing Discovery lump-sum Retirement Annuity, you can close your retirement savings gap with this limited offer when you invest more into your retirement annuity.
What's the offer?
By making additional contributions to your lump-sum Retirement Annuity, you can get rewarded with enhanced boosts of up to 25% on these contributions.
How can you take advantage?
This offer is available on existing lump-sum Retirement Annuities from 23 September 2024 to 28 February 2025.
PRE-RETIREMENT OFFER | NEW CLIENTS
Enjoy higher boosts of up to 24% to your retirement savings for investing longer
What is the plan?
Our lump-sum Retirement Annuity and Preserver Plans offer an efficient way to save for retirement. If you invest in these plans, you will receive boosts based on your term to retirement.
What's the offer?
You can get an extra boost of 4% to your initial investment, resulting in a total upfront boost of up to 24%.
How can you take advantage?
This offer is available on our lump-sum Retirement Annuity and Preserver Plans from 23 September 2024 to 28 February 2025.
This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, a licensed life insurer and an authorised financial services provider and registered credit provider, NCR registration number NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.