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

Switch to FNB Business

Product shop Retrieve application

By Turnover

First Business Zero (R0 - R5 million p.a) Gold Business (R0 - R5 million p.a) Platinum Business (R5 million - R60 million p.a) Enterprise Business (R60 million - R150 million+ p.a)

Transact

Business Accounts Credit Cards Cash Solutions Merchant Services eWallet Pro Staffing Solutions ATM Solutions Ways to bank Fleet Services Guarantees

Savings and Investments

Save and Invest 3PIM (3rd Party Investment Manager)

Borrow

Overdraft Loans Debtor Finance Leveraged Finance Private Equity Vumela Securities Based Lending Selective Invoice Discounting Asset Based Finance Alternative Energy Solutions Commercial Property Finance Fleet Services

Insure

Insurance

For my employees

Staffing Solutions Employee benefits

Forex + Trade

Foreign Exchange International Trade Structured Trade + Commodity Finance Business Global Account (CFC account)

Value Adds + Rewards

Connect my business the dti initiatives Business Hub eBucks Rewards for Business DocTrail™ CIPC Instant Accounting Solutions Instant Payroll Instant Cashflow Instant Invoicing SLOW 24/7 Business Desk FNB Business Fundaba nav» Marketplace Prepaid products Accounting integrations

Industry Expertise

Philanthropy Chinese Business Islamic Banking Agriculture Public Sector Education Healthcare Franchise Motor Dealership Tourism

Going Global

Global Commercial Banking

Financial Planning

Overview

Bank Better

Demos KYC / FICA Debit order + recipient switching Electronic Alerts

Switch to FNB

Product Shop

Corporates + Public Sector

Corporate Public Sector

Switch to FNB

Product Shop

Private Banking

Private Banking

Find a branch


Financial Advice + Fiduciary Services


Talk to me about Financial Advice + Fiduciary Services


At Private Clients, we look at you as a rounded individual. Understanding you, discovering your unique financial needs and goals, allows us to offer the expert financial advice from our team of specialists that will help you reach and maintain financial independence.

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.

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.

 
 

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. 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.

 

Applying made easy


Financial Advice + Fiduciary Services

Qualifying criteria

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

How to get it

Apply now!

Other ways to apply

Find a branch

Contact your Private Banker

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)