Wills, trusts + estate planning
Select a province
Pretoria
Menlyn Place, 87 Frikkie De Beer Street,
Menlyn 0181
GPS co-ordinates: -25.781266,28.277693
Telephone: 087 736 6647
Sandton
5 Merchant Place, 3rd Floor,
9 Fredman Drive, Sandton
GPS co-ordinates: 26° 06' 03" S; 28° 03' 22.90" E
Telephone: 087 335 5500
Pietermaritzburg
Redlands Estate, 01 George McFarlane Lane
Wembley, Pietermaritzburg, 3201
Telephone: 087 335 0920.
Umhlanga
FNB Acacia House, 2nd Floor,
2 Kikembe Drive, Umhlanga Rocks
GPS co-ordinates: -29.730436, 31.069312
Telephone: 087 335 0843
Bloemfontein
197 Nelson Mandela Rd,
Brandwag 9301, Bloemfontein
GPS co-ordinates: -29.107664,26.19603
Telephone: 051 406 7625
East London
Pebble Mill House, Quartzite Drive,
The Quarry East London 5201
GPS co-ordinates: -32.993547,27.90699
Telephone: 087 730 7231
Port Elizabeth
FNB Newton Place Building
16 Newton Street, Newton Park, 6045
GPS co-ordinates:
Telephone: 087 736 2617
George
Church Corner Building, Ground Floor,
Cnr Church and Courtenay Street
GPS co-ordinates: -33.960127,22.471504
Telephone: 087 343 0774
Portside
27th floor, Portside, 5 Buitengracht Street,
Cape Town, 8001
GPS co-ordinates: -33.916772, 18.422046
Telephone: 087 335 6470
Tygervalley
Willowbridge Place, Cnr Carl Cronje & Old Oak Drives,
Tygervalley, Cape Town
GPS co-ordinates: -33.86842,18.631611
Telephone: 087 736 1820
Nelspruit
8th Floor, Pinnacle Building,
1 Parkin Street, Nelspruit, 1200
Telephone: 087 736 5016
Secunda
Unit C2 Second floor,
Grand Palace Building,
Heunis Street, Secunda
Telephone: 087 312 4450
Witbank
Route N4 Business Park,
7 Corridor Crescent, Ben Fleur, Ext 11, Witbank
Telephone: 087 736 5300
Lephalale
Shop 31C, Lephalale Mall,
Cnr Nelson Mandela & Chris Hani Drive, Lephalale, 0555
Telephone: 087 736 5889
Polokwane
Suite 103, Cnr N1 & R81,
Mall of the North, Polokwane
Telephone: 087 736 3149
For more information or to speak to a broker, call:
Cindy Borrageiro
087 577 4613
cindy.borrageiro@fnb.co.za
Markus Pretorius
087 335 8000
mpretorius3@fnb.co.za
Natasha Moodley
087 335 0855
Natasha.moodely@fnb.co.za
Maritza Heffer
087 736 6313
m.heffer@fnb.co.za
Jacqueline Oosthuyzen
087 736 7694
JOosthuyzen@fnb.co.za
Define your estate wishes for future generations
For your convenience you can use our online facility to draft and print your Will with ease. We'll collect the signed original document, which will then be reviewed by our team of experts, ensuring it conforms to and is executed according to legislation.
An effective solution to protect your legacy
We advise you on the use of local and offshore Trusts and review your existing structure to determine whether they remain appropriate to your needs.
We provide advise on the structuring, management and protection of your offshore assets, through FNB International Trustees, a Guernsey-based trust company.
As your corporate trustee, we assist your trustees in ful!lling their duties, ensuring they act in accordance with best practice and in line with the provisions of your trust deed.
We review your current business structures and address future ownership options, ensuring business continuity within the context of ownership as well as retaining value for the next generation.
Taking care of future generations
We offer estate administration services where we have been nominated as the executor in a Will or through power of attorney appointment.
Personalised solutions that allow you to build your future
Section 7C of the Income Tax Act 1962, is one of the most important changes shaping the fiduciary industry and it could affect your estate plan. Section 7C certainly makes it necessary for you to review your existing estate planning structure, especially when your estate plan includes a trust.
When it comes to your assets we are able to offer one of the widest insurance covers and highest limits in the market to ensure that all your assets are adequately protected.
Our well-established range of unique short-term insurance cover is, arguably, among the best and most comprehensive personal insurance offerings on the market. And all our quality products are backed by our excellent service, professional advice and personable approach.
For all stages of life
As life changes, and your needs and priorities with it, our risk solutions should remain appropriate.
Our solutions include
| Long term | Short term |
|---|---|
| Financial Planning | Insurance to protect physical assets |
| Budget and Cash flow Planning | Vehicle Cover |
| Estate Planning | Contents Cover |
| Risk Planning | Artinsure |
| Retirement Planning | Marine |
| Investment Planning | Insurance |
| Buy and Sell Agreements | Residential Property |
| Key Man Insurance | Commercial Property |
| Asset All Risk Cover |
At FNB Private Wealth, we understand that you spend a lifetime building your wealth and want to leave a legacy for generations to come.
Comprehensive legacy planning is not only important to protecting the financial wellbeing of your loved ones but also includes strategies for business owners to ensure business continuity. Which is why we take a holistic approach when it comes to legacy planning, working closely with our and to analyse all aspects of your wealth and determine the most appropriate way to preserve it.
Our Fiduciary experts, together with your Private Banker, will advise on how to structure your affairs through proper and going planning that focuses on the protection and preservation of your assets, including our business interest so that you and successive generations are protected.
At FNB Private Wealth, we understand that you may have a significant and complicated asset base, combined with a complex personal portfolio.
Whether we are managing your portfolio for you or assisting you with the right intergenerational cover, we aim to simplify insurance and offer products you need - products that are easy to buy and offer limited complexity.
With the help of your Private Banker, we advise and guide you on the appropriate long and short-term insurance products to protect and preserve your wealth and assets.
Fiduciary and risk advice
At FNB Private Wealth, our fiduciary experts take the time to understand you and your business needs.
What this is
At FNB Private Wealth, we understand that you spend a lifetime building your wealth and want to leave a legacy for generations to come.
Wills, trusts + estate planning
Insurance
At Private Wealth, we understand that you may have a significant and complicated asset base.
Getting it made easy
