Wealth and fiduciary services offer access to banking, fiduciary, lending, wealth specialists and personalised service.
As your life changes there are various financial implications you should consider.
| Your life stage | Financial consideration |
|---|---|
| Newly married / new partnership | You need to protect your spouse's right to jointly purchased assets through your will |
| Divorced or separated | It is important that you review and update past planning, especially your will |
| Children | If your children are minors (under 18), you need to ensure that the assets they inherit are protected through your will |
| Substantial assets and / or assets which have potential to grow | You need to look at implementing structures to protect and secure your assets for future generations and to reduce taxes through Estate planning |
| Growing wealth | Planning keeps taxes, especially Estate Duty, to a minimum |
| Owning your own business | You need to provide for succession planning after your death, through your will |
You owe it to yourself and your loved ones to ensure that the wealth that you have accumulated is protected.
Existing FNB bank account
As long as you have an existing FNB bank account, no documents are required. All contracting is done telephonically so there are no forms to sign either
