Investment Recommender
Find the right investment for your goals.
Answer a few short questions about your goal, time horizon, risk appetite and investor type, and we'll point you to the Union Capital solution that fits best — then you can book a conversation.
How it works
Four questions, one recommendation.
01
Tell us your goal
Growth, income, preservation, retirement or impact.
02
Set a time horizon
Short, medium or long term.
03
Pick a risk level
From capital stability to growth-seeking.
04
See your match
We rank our solutions against your answers.
Decision table
| Your goal | Horizon | Investor | Consider |
|---|---|---|---|
| Grow capital | Long | Company | Corporate Finance & Advisory → |
| Fund growth / impact | Long | Company or institution | Private Equity & Venture Capital → |
| Save for retirement | Long | Trustee or employer | Pension & Provident Fund Management → |
| Preserve & grow funds | Medium–long | Institution or treasury | Institutional Fund Management → |
| Income & preservation | Medium–long | Individual or family | Private Wealth Management → |
Get expert advice today
Prefer to talk it through? Book a consultation with a Union Capital advisor.