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

Your access details have been entered incorrectly


Please note on your third failed attempt your profile will be blocked.

Username

Password

Have you forgotten your Username or Password?



Branches


Nearing retirement


Now's the time to reap the fruits of years of hard work


Make sure your retirement plan keeps up to date with any new retirement goals and adjust your savings and investments accordingly.

Why save?


Because you save for the things that count...


  • For emergencies and unforeseen expenses

    We have a range of savings and investment accounts where you can access your money quickly

  • For specific goals or special events

    We have a range of savings and investment accounts where you can access your money after placing notice

  • For the longer term.

    We have a range of savings and investment accounts where you can access your money after a fixed period

  • Teach your child to save.

    What guidance do you need to choose the right savings and investments solution for you?

  • Tax-free savings.

    Ideal for enjoying the benefits of saving tax free

 

What to consider


Take care of your personal and financial matters

Are you still on track?


  • Begin with a financial health check of your current assets and debt
  • Have you saved enough to retire? You might have to increase your retirement savings contributions
  • Make sure your retirement plan keeps up to date with any new retirement goals and adjust your savings and investments accordingly
  • Start making strides towards paying off your debt , such as vehicles, bond, credit card, loans etc.

Think about your needs


  • What are your current expenses and are you able to downsize your expenses in retirement?
  • Are you children already self sustainable?

Ask the following questions


  • Do I have sufficient life cover to protect my loved ones?
  • Do I have an estate plan that will take care of my personal and financial matters?
  • Do I have an updated will?

The bottom line is that you want to plan ahead as much as possible and make sure that you keep to your plan.

How much is enough?


Looking to adjust your investment portfolio


Financial planners recommend that you save at least 70 percent to 75 percent of your pre-retirement income.

Try to include income-producing products in your investment portfolio such as bonds and money market funds. You could also consider annuities.

 

FNB financial planning


How can we help you?

At FNB we will help you determine how best to invest your money to reach your financial goals.

An FNB financial planner can assist you with

  • Planning for retirement
  • Advice on retirement, investment, tax and estate planning
  • Achieving your retirement goals
  • Establishing how much money you'll need to live comfortably
  • Improving the way you invest your money
  • How best to manage your hard-earned funds once retired
 

Getting it made easy


Retirement

Ways to apply

Call me back

Other ways to apply

Find a branch

Contact your FNB Financial Planner