Please select


For My Business

< R10m annual turnover

For My Business

> R10m annual turnover

Please select


For My Business

< R10m annual turnover

For My Business

> R10m annual turnover

Please select


For My Business

< R10m annual turnover

For My Business

> R10m annual turnover

Your access details have been entered incorrectly


Please note on your third failed attempt your profile will be blocked.

Username

Password

Have you forgotten your Username or Password?



Get in touch


To get in touch, call 087 736 8941;
Email financial_advisory@fnb.co.za ;
or speak to a banker or a financial planner in a branch

Business banking


Financial planning

At FNB, our financial advisors are able to manage all aspects of the financial planning process for you and your business. They assist in identifying key financial priorities for your entities and employees, after which they advise on a strategy to balance and provide for these priorities. Together with your business banker or relationship manager, your dedicated financial advisor has a single minded focus: to enable the growth of your business by facilitating future expansion while protecting your business interests.

 

Our services


Our advisors work with a team of experts including wealth managers, fiduciary specialists and portfolio managers to ensure that your business needs are expertly met.

Our services include:

  • Succession planning
  • Managing risk and liabilities
  • Wealth creation
  • Wealth preservation
  • Retirement planning
  • Employee benefits

Investments


As part of the FirstRand Group, FNB financial advisors have direct access to investment opportunities usually reserved for institutional investing, giving you access to a wide network of resources.

We help guide your investment decisions so your business can benefit from:

  • Our in-depth investment knowledge - our expertise in investments will ensure that your assets are expertly cared for. We have a strong central investment team that informs our investment views.
  • Our integration approach - we dedicate time to get to know your business and its financial needs. We do not view the investment portfolio in isolation, but rather in conjunction with the tax situation and lending structures.
  • Our objective advice - this is driven by taking into account the full spectrum of financial requirements and deciding on the most effective solution. We are not biased towards our own funds but rather select the most suitable solutions available in the market
  • Our transparency - we charge an advice fee on the investments we manage for your business. This is clearly disclosed upfront and there are no hidden fees or commission.
  • Our governance policy - the FirstRand Group governs what we advise on in order to ensure that we deliver appropriate solutions for our clients.
 

Risk


Our specialist business financial advisors dedicate time to develop a thorough understanding of your business. They integrate all of the risks that may have an impact on your business and structure advice according to a detailed risk analysis.

We help you gain an understanding of the various risks that have an impact on your capital and income requirements, empowering you to optimally structure your risk portfolio. We further work with you to ensure that your portfolio changes as your business needs do.

Our financial advisors also have the expertise to provide a range of business assurance solutions designed to keep your business operational and protect you against potential losses.

These include:

  • Business continuity policies - share buyback and buy and sell cover
  • Key person policies
  • Deferred compensation agreements
  • Contingent liability or surety cover
  • Capital or dividend extraction plans
 

Estate planning


Estate Planning ensures that your financial affairs are in order when you pass away. Our Estate Planning offering includes the drawing up and implementation of a will and testament, which allows you to plan and specify the appropriate distribution of your assets and minimize the effect of taxes.

With the assistance of a fiduciary specialist, your financial advisor can also assist with the following services:

  • The setting up and managing of a trust
  • Estate duty calculation and liquidity analysis
  • Trusteeships
  • Administration of deceased estates
  • Tax planning
  • Local and offshore company structuring
 

Getting in touch made easy


Financial Advisory For Business

How to get it

Get in touch