Long -term Investing gives you the benefit of the compounding effect on returns over the long term and can help you plan for all personal goals.
An FNB Financial Planner will carefully assess your individual financial situation taking into consideration your current and future lifestyle needs and goals to offer you individual solutions.
This ensures that the team you deal with is adequately trained and aligned to our investment philosophy.
In-depth investment knowledge: Our expertise in investments ensures that your assets are expertly cared for and we ensure that the investment funds we offer are the best in their categories.
Holistic financial advice: Your investment plan is not viewed in isolation, but in conjunction with the rest of your financial portfolio including your estate planning, tax situation, and lending structures.
Objective advice: We are not biased towards any particular fund provider, and select what we believe are the most suitable solutions available in the market.
Transparency: We charge an advice fee on the investments we manage for you. This is clearly disclosed upfront, and there are no hidden fees or commission.
Governance: How and what we advise on is governed by the FirstRand Group in order to ensure we deliver appropriate advice and solutions to you.
We get a thorough understanding of your financial affairs (balance sheet + income statement), family circumstances and estate structures and we consider the following:
If you accumulate assets to gain financial independence or have more assets than you require over your lifetime.
If debt features in your financial portfolio and how to structure it optimally from a tax, collateral and financial perspective.
When you will need to access portions of your invested capital.
Other ways to apply
Contact your financial advisor