Make the most of your money with our local and international expertise At Nedbank Financial Planning and Nedbank Private Wealth we care about your financial security and goals.
his means ensuring that you have a plan to cater for your circumstances as your needs evolve and change. We provide clients with holistic financial planning and a range of services to support this. As our client, you can build wealth by aligning your decisions with your deepest values and highest aspirations. We offer financial advice that is customised to each client’s needs. For some clients, this is about establishing a financial plan, and for others it may be about customised international estate planning structures and intergenerational wealth transfers. Based on your needs and circumstances, a Nedbank Financial Planner or a dedicated Wealth Manager can help you make the most of your money. To become a Nedbank Private Wealth client, you need to earn at least R1.5-million per year and/or have R5-million of investable assets. But if you don’t yet qualify, you can still benefit from our specialist expertise through Nedbank Financial Planning. We are here to help put a plan in place to grow your money to achieve your financial aspirations.
Your Nedbank Financial Planner and Nedbank Private Wealth Manager have access to specialist teams who can help you: • Structure sound estate and succession plans to protect your own interests and the interest of your family • Grow your money by investing in a range of top local and offshore investments, including using our specialist stockbroking service • Protect your personal and business assets against life’s uncertainties through shortand long-term insurance solutions • Access your money whenever and wherever it suits you through a full range of local and international banking services available through a single point of contact; • Give your wealth a life beyond yours by leaving a legacy with our philanthropy services Contact Nedbank Financial Planning on 0861 238 887 or contact Nedbank Private Wealth on 0860 111 263. Visit www.nedbank.co.za.
WESTERN CAPE BUSINESS 2017