Do you already have a solid financial plan in place? Or are you just starting to think about it? Or are you so overwhelmed and daunted by the task that you're avoiding it altogether?
Whatever your situation, let a Nedbank financial planner help you to make the most of your personal vision for your financial future. Your financial planner will help you analyse your personal or business financial needs and then create an adaptable financial plan for life that will enable you to meet them.
A plan that, we believe, will have the power to create a secure and prosperous future for you.
The analysis will look at (1) your income and how it is likely to change over time, (2) your commitments and whether they need to be restructured and (3) your goals and how these may best be reached.
Using this information, your financial planner will develop a strategy that will cover the following:
Investment solutions – create an investment solution appropriate to your current needs and also preserve your existing wealth, including retirement planning, which is intricately linked to investment planning.
Risk management – provide for dependants or liabilities in the event of death, dread disease, disability or loss of income.
Estate planning – effectively structure your estate to protect your beneficiaries and preserve your assets.
Licensed financial planners - Nedbank's financial planners are fully licenced by the Financial Services Board to provide professional advice on financial and assurance products.
Plan for life - your financial plan is designed around your personal vision for the future and is adapted and updated annually.
Risks and rewards suited to your profile - we'll recommend investments and opportunities that offer not only the reward you require, but also the level of security prescribed by your personal preferences and particular circumstances.
Realistic approach - we weigh all your goals and aspirations against your actual and predicted financial situation, and develop a flexible financial plan that ensures you're not overcommitted.
We have compiled a list of quick links to
help you find your way quicker.