Nedbank Financial Planning is the financial planning division of Nedbank. We exist to help individuals and businesses improve their financial future and make the most of their money by accessing sustainable, practical, and world-class financial advice.
This includes helping you:
We will spend time with you to understand your hopes, dreams, and fears
We all have unique needs and goals. That’s why personal financial planning is exactly that – personal. Irrespective of where you are in life, we have a team of professional financial planners whose role it is to provide you with the support and guidance you need to make the most of the money you have. They can help you develop a personal financial plan to ensure that your current financial situation and your future goals became more aligned.
Education planning
Your children deserve the best future you can provide. Planning for a good education is one thing; being able to afford it is quite another. We can help you save towards this goal.
Retirement planning
The longer and more you save, the better off you’ll be after retirement. Whether you’ve just started your career or whether you’re a seasoned professional, the best time to start planning and saving for your retirement is today.
Investment planning
Whatever your investment goals or reasons for saving, from buying a house to saving for emergencies, investment planning helps you achieve your objectives.
Providing for your family’s future
You work hard to give your family nothing but the best. Secure their financial future and wellbeing, whatever happens to you, with our worldclass long-term insurance solutions.
We have five core principles that form the foundation of our day-to-day operations:
