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 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:
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 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.
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: