Business banking financial planning
At FNB, our financial advisors are able to manage all aspects of the financial planning process for you and your business. They assist in identifying key financial priorities for your entities and employees, after which they advise on a strategy to balance and provide for these priorities.
Our services
Our advisors work with a team of experts including wealth managers, fiduciary specialists and portfolio managers to ensure that your business needs are expertly met.
Our services include:
- Succession planning
- Managing risk and liabilities
- Wealth creation
- Wealth preservation
- Retirement planning
- Employee benefits
Investments
As part of the FirstRand Group, FNB financial advisors have direct access to investment opportunities usually reserved for institutional investing, giving you access to a wide network of resources.
Risk
Our specialist business financial advisors dedicate time to develop a thorough understanding of your business. They integrate all of the risks that may have an impact on your business and structure advice according to a detailed risk analysis.
Estate planning
Estate Planning ensures that your financial affairs are in order when you pass away. Our Estate Planning offering includes the drawing up and implementation of a will and testament, which allows you to plan and specify the appropriate distribution of your assets and minimize the effect of taxes.
