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Advice for individuals | Nedbank Private Wealth

Your needs and priorities are the foundation of our globally integrated and advice-led approach.

Do your money decisions reflect what is important to you?
The first step in our advisory approach is to focus on understanding what is important to you and what success means for you, because everyone’s circumstances, priorities and goals are different. We will ask you about your current money habits: how you currently spend (and are rewarded for this), borrow, save, bank, invest, protect what is important to you, or give to any cause that you care about. In discussion with you, we will then agree a plan to ensure that your financial decisions connect your current reality to the future you want.

Find out more about our approach and what Connected Wealth is all about.

Our personalised advice connects you to the solutions and services you need.
With our advisory expertise we will connect you to a wide range of solutions and services to meet your wealth management needs.

What do you need?	Some of the solutions and services we can connect you to
Bank and borrow optimally Have easy access to your money from wherever you are with 24/7 support. Keep track of and manage your money, locally and internationally. Get advice and services to meet your financial needs.	Local and international banking – Read more Credit cards Current accounts Home loans Structured lending Asset-based finance
Protect your wealth Have peace of mind that your loved ones and your business will be taken care of if something happens to you. Limit the financial impact of damage to or theft or loss of your belongings and other assets.	Short-term insurance and life assurance – Read more Personal and business insurance Life assurance Health cover
Grow your wealth Find the most appropriate investment for your needs. Manage your risk. Generate an income from your wealth. Have access to the best opportunities, locally and internationally.	Local and international investments – Read more On-balance sheet and off-balance-sheet investments Discretionary and compulsory investments Short-term and long-term investments Stockbroking
Structure and transfer your wealth Minimise the impact of costs and taxes on your wealth. Have peace of mind that your family will benefit from your wealth. Be confident that your wealth is structured optimally according to the latest local and international laws and regulations.	Local and international fiduciary services – Read more Wills Estate planning Trusts Tax administration
Use your wealth to have a lasting, positive impact Maximise how much you can give in a sustainable and impactful manner. Have peace of mind that your money will be best placed to serve the communities and causes you care about.	Philanthropy – Read more Advisory and investment services for: Efficient structuring of your giving as an individual or family. Professional management of the assets of your charitable trust or foundations to ensure sustainability of your giving. Grantmaking services to ensure your giving is impactful and adheres to industry best practice. Compliance and administration.

If you are an entrepreneur, business owner, director or executive, we can connect you to what you need too.
Depending on whether you run your own business or are an executive of a corporate business, as well as your business circumstances, you and your employees may have specific needs.

Whom is our advice for?

We can help you if you currently:

earn at least R1,5 million a year; and/or
have R5 million in investable assets.

If you meet these criteria, contact us on 0860 111 263 or click here to complete our online ‘Become a client’ form.

Other options if you don’t meet these criteria

If you are interested in our stockbroking services, our dedicated stockbrokers are ready to help you.
Find out more about our stockbroking services.
If you are looking for advice and solutions to meet a range of financial needs, our financial planners from Nedbank Financial Planning would be happy to help.
Click here to get in touch with them.