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

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?



The aim of an estate plan


  • Creating liquidity for the payment of anticipated liabilities that may arise when you pass away, such as executor's fees, estate duty and capital gains tax
  • Ensuring that your estate is administered efficiently
  • Minimising costs and taxes that may be payable such as executor's fees and estate duty
  • Ensuring that the future growth of assets is not limited
  • Protecting assets
  • Preparing a flexible plan which can be amended as and when your circumstances change

Revising your estate plan


An estate plan should be reviewed if there has been a change in your circumstances, including:

  • Recently married, divorced or widowed
  • Had a baby, adopted a child or became a grandparent
  • Potential purchase of an asset/s
  • Potential sale of an asset or assets which are bequeathed in terms of your Will to an heir
  • Experienced a change in your personal or financial situation
  • Change in legislation e.g. the Budget Speech made by the Minister of Finance
  • Acquisition of a new business - succession planning is crucial

Get in touch


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.

Personal goal


Make your dreams a reality

Don't be counted among the many South Africans who don't save for their personal goals.

Whatever your specific savings goal, start saving and investing as soon as possible to benefit from the effect of returns over time.

Why save


Saving is always an option

Why save for a personal goal


  • To secure a comfortable future for you and your family
  • To save for big purchases such as a car or a house deposit
  • To help your money grow above inflation
  • To take advantage of the compounding effect of returns over time

Things to consider


  • What does your budget allow?
  • Can you save/invest regularly, or do you have a once-off lump sum?
  • Do you understand the different solutions available to you?
  • What guidance do you need to choose the right savings and investments solution for you?
  • What kind of return are you looking for, and what level of risk are you willing to take on your capital investment?
  • How long do you want to save and invest for?

We will advise you on the most appropriate solutions to match your savings and investment objectives and time horizon.

Short-term saving


Access to funds when you need it


Whether it's a holiday, lobola or wedding costs, our short-term saving solutions can help you put some money away to provide for these types of goals at a later stage.

List of available solutions

Long-term investing


Benefit over the long term

 

Long-term investing gives you the benefit of the compounding effect on returns over the long term and can help you plan for all your personal goals.

Whatever your needs, we give you access to various investment solutions some of which are shares based and others funds based.

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 to your financial planner to find the right solution for you.

Shares-based solutions

  • Tax-Free Shares
  • Share Saver
  • Share Builder
  • Share Investor
  • Local Trader

Fund-based solutions

  • Investment Account
  • Endowment
 

Getting it made easy


Personal goal

Qualifying criteria

  1. Service is available to all potential and existing FNB clients.
  2. Have all relevant information about your financial affairs available.

Ways to apply

Call me back

Other ways to apply

Contact your financial advisor