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Financial Planning + Fiduciary Services


Your journey to financial independence

At Private Clients we look at you as an individual, we want to understand you, by discovering your unique financial needs and aspirations.

 

What this is


Giving you peace of mind

Financial and fiduciary planning enables financial independence for you and your family. It helps you manage your money and assets and ensures that all your financial needs and goals are accommodated over your lifetime. You also enjoy peace of mind knowing that you will leave a legacy for your family. We have the expertise to guide your journey to financial independence.

Areas of expertise


Planning for a legacy

We hold the following areas of specialisations in our portfolio

  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Debt Planning
  • Income Planning
  • Risk Planning
 

Getting it made easy


Financial Planning + Fiduciary Services

Qualifying criteria

  • Earn between R750 000 and R1499 999 p.a. to qualify

Ways to apply

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 month's)
  • Latest payslip or last three months' bank statements (for overdraft applications only)