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Financial planning

Overview

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What it means to me

FNB's expert financial and fiduciary planning lays out a path to financial independence for you and your family. We'll help you manage your money and assets, ensuring that all your financial needs and goals are accommodated over your lifetime. You'll also have the satisfaction of knowing that you will leave a legacy for your family.

At FNB Financial Advisory, we focus on a goal based financial planning approach with a clear aim to identify, prioritise and plan for your individual financial goals. We implement this approach by articulating your financial journey and then carefully implement an outcome based strategy to support each goal over time.

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Wills health check

At Private Clients, we are here to help you plan, grow and preserve your money and legacy. An integral part of planning your legacy is to determine if your will and estate plan is relevant to your current circumstances.

To start the review process we provide you with a quick health check to determine if your will and estate planning is up to date. It will only take a few minutes to complete and your information will remain confidential. Once you have completed the health check you can decide whether you want us to contact you, to review your will and estate plan.

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Qualifying criteria

Earn between R750 000 and R1 499 999 p.a. to qualify

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Documents needed

  • South African ID book (bar-coded)/valid South African passport (SA resident)
  • Passport with valid work/retirement permit (non-SA resident)
  • Proof of residence (in your name, and not older than 3 months)
  • Latest payslip or last three months' bank statements (for overdraft applications only)

Financial Advice + Fiduciary Services

Talk to me about Financial Advice + Fiduciary Services

At Private Clients, we look at you as a rounded individual.

What it means to me

Peace of mind

FNB's expert financial and fiduciary planning lays out a path to financial independence for you and your family. We'll help you manage your money and assets, ensuring that all your financial needs and goals are accommodated over your lifetime. You'll also have the satisfaction of knowing that you will leave a legacy for your family.

 

Areas of expertise

Peace of mind

The innovative culture within FNB and the expertise of the FirstRand Group combine to provide a deep resource of experience and guidance for you to draw on, including

  • Estate planning
  • Investment planning
  • Retirement planning
  • Debt planning
  • Income planning
  • Risk planning

Wills health check

Plan, grow + preserve your money

At Private Clients, we are here to help you plan, grow and preserve your money and legacy.

Getting it made easy

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Terms and conditions    Pricing Guide

First National Bank - a division of FirstRand Bank Limited. An Authorised Financial Services and Credit Provider 1929/001225/06 (NCRCP20).