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Financial planning

Overview
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Overview
Premier Banking
Young Professionals
Medical Professionals

Plan and protect

You have financial needs that are as individual as you are, so when it comes to your financial future, you need a plan that works for you and despite even your best planning, sometimes financial emergencies happen. Let Premier Banking help you in planning ahead to give you peace of mind that your life is in order for those unforeseen mishaps.

Wealth Planning

With FNB you will be given objective wealth planning advice, guaranteed. Our team of Wealth Planners are salaried and not paid a commission, so you can rest assured that the advice will be in your best interest.

Our Wealth Planners are also more than advisors, as they are able to understand your unique situation and financial goals. By taking a holistic view of your personal portfolio and risk profile, they are able to formulate a financial strategy, which will assist you in achieving your personal financial goals.

As a FNB Premier Banking Client you will qualify for a comprehensive Wealth Plan free of charge.

Your Wealth Plan will include:

  • Investment planning - Aims to design an appropriate investment strategy that you understand
  • Cash flow management - Finding the optimal balance between your income and expenses
  • Retirement planning - Enables you to be in a position where you can retire comfortably
  • Estate planning - Ensures that your assets are there when you, or your heirs, need them
  • Risk Planning - Helps you ensure that you have made adequate financial provision in the event of your death, disability or a dreaded disease

You can obtain access to the complimentary Wealth and Investment Planning Service by contacting your dedicated Premier Banker.

Short Term Insurance

FNB now offers Car, Home, Device and personal goods Insurance exclusively for FNB clients, with affordable and flexible cover for your car, bakkie or 4X4 against accidents, fire and theft and third party claims. Choose Comprehensive, Third Party, Fire & Theft or Third Party only cover options. You can also insure motorbikes, boats and caravans.

And with eBucks rewards you can now earn up to 15% of your annual risk premium back in eBucks.

Medical Professionals