Banking & Investments
Smarter Banking, Stronger Portfolios
From everyday banking to long-term wealth building, we help you make sense of your options. We provide expert advice on transactional banking, savings, unit trusts and offshore investments — all aligned to your financial goals.
What We Offer
Transactional Banking
Advice on bank accounts, fees and features that match how you actually use your money day to day.
Savings & Unit Trusts
Tax-free savings accounts, fixed deposits and unit trust portfolios designed for your time horizon and risk appetite.
Offshore Investments
Guidance on diversifying your portfolio offshore, including currency and regulatory considerations.
Why the Right Banking & Investment Mix Matters
The right combination of banking products and investments can save you money on fees, grow your wealth faster, and give you peace of mind that your money is working as hard as you are.
What we consider
- Your banking fees and account features
- Emergency savings and liquidity needs
- Investment time horizon and risk tolerance
- Tax efficiency of your investment vehicles
- Diversification across asset classes and geographies
Why Bank & Invest with Discovery?
Discovery Bank seamlessly integrates with Discovery Life, Invest and Vitality, rewarding you for managing your money well.
Vitality Money Rewards
Earn up to 75% back on Uber and fuel, and up to 30% off at 40+ retail partners with Discovery Miles.
Integrated Discounts
Get up to 20% off Discovery Life policies and up to 7.5% back in Discovery Miles on integrated premiums.
Boosted Investments
Earn up to a 15% monthly contribution boost on recurring Retirement Annuities and Discovery Retirement Optimisers.
Make Your Money Work Harder
Speak to one of our advisors about your banking and investment options.
Office Hours: Monday – Friday, 8:00 AM – 5:00 PM