Earn up to 8.25% interest, tax free

Until 31 December, 2019 in our Maximised
Interest Life Fund

SUPERCHARGE YOUR SAVINGS

A tax free savings account (TFSA) lets you save up to R33 000 per year and grow your savings without paying tax on any of the growth your money earns.

Imagine the peace of mind that comes from having an investment that allows you to save for your dreams and goals, gives you access to your money at any time, and offers you payment flexibility without any penalties. Not just that, a tax free savings account in South Africa is an investment where you get your full savings return without being taxed on any of the growth you have earned.

GETTING TO GRIPS WITH TAX FREE SAVINGS

What are tax free investments?

A tax free investment is a simple savings solution where your money grows over the long term, without being taxed on any of that growth. It gives you flexibility on how much you want to save monthly, and the option to withdraw your money at any time. The longer you save your money, the longer you give it time to grow.

What tax free investments are available?

Leon Bart offers a TFSA which is flexible to meet your investment goals, ranging from fixed interest to high equity funds. Based on what you can afford and what your goals are, a TFSA is an easy way to start your savings journey. It encourages you to save so that your savings can grow, empowering you to invest in other tax free investment products and grow your wealth.

OUR BENEFITS

Save tax-free

Save up to R33 000 per year without paying tax on the growth of your money.

Access your money instantly

Withdraw at any time and pay no costs to withdraw your money. The longer you save, the longer your savings grow.

Tax free growth

No limits on how much your money can grow and pay no tax on that growth.

Save your way

Choose how long and how often you want to add to your investment. Depending on your savings needs, Leon Bart has a range of investment funds to choose from.

Choose how you top up

You choose how you want to add to your savings: monthly, in lump sums or a combo of both. You can start from as little as R250/month, but the more you add to your savings, e.g R500/month, the faster it will grow.

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Call Me

+27 73 490 0874
+27 21 276 1279

Reach Me

Alchemy FS, Lonsdale,
Pinelands, 7405

Operating Hours

MON - SAT
08:00 - 21:00