Income plans are structured investment solutions designed to provide regular income while preserving capital.
Funds are invested in income-generating assets to produce steady cash flow, with varying risk levels depending on strategy.
Capital preservation focus
Customised investment strategies
Suitable for retirement or supplemental income
Investors requiring regular income from their investments without fully depleting capital.














The Cobus Lee Makelaars team works closely with successful business people, their life partners and families to overcome the challenges involved in managing complex affairs and significant wealth.