Enjoy today while you plan for tomorrow

At Nedbank Financial Planning, we understand that living life in the present is just as important as planning for the future. We recognise that balance is all about maintaining the lifestyle you work hard for while ensuring that your future is financially secure.

That is why we offer comprehensive financial planning strategies for every stage of your life and/or business, including general financial planning, estate planning, as well as wills and trust services.

Our well-established national footprint comprises internal and external partnerships with leading investment, insurance and wealth management service providers, enabling a collaboration that realises your vision for the future through our experience and expertise.

We offer comprehensive  personal and business financial planning services, including:
 

• Retirement planning – disciplined investment programmes that ensure comfortable living in later years
• Education planning – investments that ensure your children have the best start in life
• Investment planning – competitive, diversified onshore and offshore investment portfolios
• Estate planning – structured wills and estates that ensure equitable wealth distribution that limits the amount of tax payable
• Risk planning – measures that safeguard your and your family’s futures, ensuring peace of mind
• Business financial planning – death and disability benefits for shareholders, partners and key employees
• Employee benefits – group life, disability and retirement benefits for employers and their employees

Why choose Nedbank Financial Planning?

Our approach to planning is about tailoring our solutions to suit your requirements. Your financial plan is designed around your personal goals for the future.

You’ll receive comprehensive advice based on your personal and business needs.

As your needs evolve and change, we’ll provide you with ongoing reviews, advice and support so that you are able to take advantage of current market trends and product developments.

We’ll recommend investments and opportunities that offer the rewards you require while meeting security demands in line with your personal preferences and life stage.

Finally, in addition to receiving regular updates from your financial planner, you’ll also enjoy:

• Face-to-face or telephone reviews, to offer you any guidance you may need
• Access to our dedicated financial planning customer service centre