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 clients create financial security in retirement by rewarding them for healthy investment behaviours. By investing longer, investing more, living well, and withdrawing wisely, they can be rewarded with boosts and fee discounts.
PRE-RETIREMENT OFFER | EXISTING CLIENTS
Clients can enjoy enhanced boosts to their retirement savings for investing more
What is the plan?
Clients with an existing Discovery lump-sum Retirement Annuity can close their retirement savings gap with this limited offer when they invest more into their retirement annuity.
What's the offer?
By making additional contributions to their lump-sum Retirement Annuity, clients can get rewarded with enhanced boosts of up to 25% on these contributions.
How can clients 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
Clients can enjoy higher boosts of up to 24% to their 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. Clients who invest in these plans receive boosts based on their term to retirement.
What's the offer?
Clients can get an extra boost of 4% to their initial investment, resulting in a total upfront boost of up to 24%.
How can clients 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.