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