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Investment Strategies

With over 30 years of experience, Investiplan helps clients achieve better protection, long-term growth, and outstanding results.
Our low-fee investment structures can boost growth by up to 40% compared to average life assurance companies.

 

Our Investment Principles:

  • Diversified, high-quality portfolios designed for consistent, long-term growth.

  • Proven strategies that outperform market averages by 30% or more.

  • Top-rated fund managers with exceptional long-term performance records.

  • Robust risk management to reduce volatility and protect portfolios in tough markets.

  • World-class administration with accurate reporting, tax tools, and secure service.

We focus on building wealth that lasts, ensuring your investments work for you year after year.

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Wealth & Investment Strategies

Investiplan Income Strategy (CPI + 2% Portfolio)

  • Goal: Deliver an income-focused return exceeding CPI + 2% over 12 months.

  • Approach: Diversified fixed-income investments including cash, bonds, and property with minimal equity exposure (max 10%).

  • Benefit: Access to top fixed-income fund managers without duration constraints, providing stable and consistent returns.

Ultra-Conservative / Income Strategy

  • Designed for low-risk investors prioritizing capital protection and steady income.

  • Focuses on income-generating assets like bonds and cash to provide predictable returns.

  • Ideal for those seeking security with modest growth potential.

💡 Our strategies give you reliable income, minimal risk, and access to expert management.

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Investiplan Stable Strategy (CPI + 3% Portfolio)

  • Goal: Deliver returns of CPI + 3% over rolling 3-year periods.

  • Approach: Uses flexible, multi-asset funds to efficiently allocate between cash, bonds, equities, and property.

  • Benefit: Investors gain access to top balanced fund managers, focused on real returns with moderate risk.

  • Ideal For: Clients seeking stable growth with lower volatility.

💡 A smart choice for conservative investors who want steady returns with some growth potential.​

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Investiplan Balanced Strategy (CPI + 5% Portfolio)

  • Goal: Achieve CPI + 5% returns over rolling 5-year periods.

  • Approach: Combines flexible and static balanced funds for efficient allocation across cash, bonds, equities, and property.

  • Focus: Designed for moderate growth with a balanced risk profile.

  • Benefit: Access to top-performing equity and growth managers to maximize long-term returns.

  • Compliance: Regulation 28 compliant, ideal for retirement portfolios.

  • Ideal For: Investors seeking steady long-term growth without excessive risk.

💡 A great option for investors who want a mix of growth and stability while staying within retirement fund regulations.

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Investiplan Growth Strategy (CPI + 6% Portfolio)

  • Goal: Achieve CPI + 6% returns over rolling 7-year periods.

  • Approach: Uses flexible multi-asset funds and value-oriented equity funds to maximize growth potential.

  • Assets: Diversified across cash, bonds, equities, and property, with no duration constraints.

  • Focus: Designed for long-term discretionary growth with a higher risk/reward profile.

  • Benefit: Access to leading equity and growth fund managers for superior compounding over time.

  • Ideal For: Investors with a long-term horizon seeking aggressive growth and wealth creation.

💡 Perfect for those aiming to grow their wealth substantially over time while accepting higher market fluctuations.​​

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