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Invest

Investing or saving money is key to achieving the goals you have set in life. Celtis Financial Services offers a number of investment and saving solutions in which you can invest and each one is structured to meet a selection of investment needs.


Identifying your goal - Are you investing for growth or income?

  1. Investing for growth means you are willing to invest a lump sum or on a monthly basis for a select period of time.

  2. Investing for income means you need a product that will insure some capital growth and pay out an income on a regular basis.

Vehicles available:

  • Tax Free Savings Account

  • Money Market Accounts

  • Unit Trust

  • Linked Investment

  • Endowment plan

  • Offshore Investments 

  • Guaranteed Investments to view our Investment Funds

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