Next steps to invest

Clear steps. Confident decisions. Meaningful growth.

This step-by-step guide walks you through everything you need to begin your investment journey:

Is this your first time

investing with us?

If yes, you’re in the right place. Follow these six easy steps to get started.

If you’re an existing investor, log in to your account to manage your portfolio or add to your investment.

Speak to a Financial Advisor

Every successful investment starts with clear goals and sound advice. Your Financial Advisor will:

Help define your investment objectives
Assess your risk profile
Recommend the most suitable product and portfolio

Note that Honey Investment Solutions does not provide financial advise. We strongly recommend you reach out to a financial advisor.

Select the Right Investment Product

Your advisor will help you choose from our range of purpose-built investment solutions:

Hollard Savings Plan: For short- to medium-term savings goals
Honey Investment Plan: A flexible option for general investment needs
Honey Endowment Plan: Ideal for medium- to long-term tax-efficient savings
Honey Preservation Plan: Preserve and grow your retirement savings
Honey Retirement Annuity: Save towards retirement in a tax-friendly way
Honey Living Annuity: For drawing income during retirement

Each product is crafted with your future in mind.

Choose Your Investment Portfolios

Once your product is selected, the next step is to choose how your money is invested.

Explore our Portfolio List, tailored to each product
Select from a range of local and global portfolios, managed by leading asset managers
Diversify to match your investment timeline and appetite for risk

Your advisor will help ensure your selections align with your goals.

Request a Personalised Quote

Get clarity on fees, features, and returns before you invest.

Ask your Financial Advisor for a detailed quote
Or contact our Honey Customer Care team at honey@hollardinvestments.co.za
Or use our Online Quote Tool to generate one yourself

Transparency is part of our promise. You’ll know exactly what you’re paying and what to expect.

Complete and Submit Your Application

When you’re ready to proceed:

Download the relevant application form for your chosen product
Complete the form with your advisor
Attach all required documents (detailed in the product application form.)
Submit via: Email: honey@hollardinvestments.co.za

Need help? Our friendly support team is just a call or email away.

Receive Confirmation of Your Investment

Once your application is processed:

You’ll receive an Investment Confirmation Letter
This will outline your investment details, fees, selected portfolios, and commencement date

Keep this document for your records it’s proof of your investment journey beginning with Honey

Ensure you have received your online activation email to set up your access and to manage your investments in a secure way

Start Your Journey to Sweet Returns

Start Your Journey

to Sweet Returns

Ready to turn your goals into something golden? Whether you’re planting the seeds for a future dream, nurturing your retirement nest egg, or building a lasting legacy — we’re here to help you grow with purpose, clarity, and care.