Pegging or freezing of asset values
Limited financial skills of surviving spouse or dependants
Protection of minor children and people with disabilities
A trust is not affected when the founder passes away and it therefore continues to operate as before. Allows for the smooth transfer of wealth from one generation to the next (or even multiple generations).
Insolvency of beneficiaries/claims by creditors
Estates of spouse and or children
Assets that cannot be divided
Testamentary trust
Inter vivos trust
To get in touch,
call us on 087 736 8941
email financial_advisory@fnb.co.za
or speak to a banker or a financial planner in a branch.
The cost of education rises sharply over the period of your child's tuition term.
We can help you select the right savings and investment solutions to secure a brighter future for your child.
We will advise you on the most appropriate solutions to match your savings and investment objectives and time horizon.
Saving short term allows you to provide for extra school related expenses such as uniform, stationery and extra mural activities. Get access to solutions that are quick and easy.
Choosing the right schools for your child and giving them access to the best facilities, quality education and a well rounded experience is never easy.
Long-term investment solutions make it possible for you to achieve this goal and help you benefit from the effects of compounding returns.
Shares give you a view and independence to choose the stock exchange listed companies you would like to investment in, while funds are a consolidation of pre-selected actively managed shares.
Speak your financial planner to find the right solution for you.
Shares-based solutions
Fund-based solutions
