Access our wealth planning brochure
Whatever the source of your wealth, there is an opportunity to maximise its potential through our wealth planning service. Find out about our approach by reading our brochure, which can be read here or downloaded for future reference.
As part of your wealth plan, we will help you structure your wealth in the most efficient manner to achieve your financial goals. With your wealth plan in place, it’s important that we use the right investment and wealth structures that are appropriate for your needs and suitable for your circumstances. We will take into account considerations such as:
- The tax-efficient accumulation of wealth
- Planning for a successful retirement
- The transfer of wealth to the next generation
- Leaving a lasting legacy through charitable giving.
Watch our introduction to cashflow planning to find out how we present your financial plans.
Relocating to the UK
Our clients were a couple who were keen to move to the UK for their children’s education. We helped them plan their move to the UK and manage their finances so they could move again once their children were financially independent.
Retirement income planning
The couple came to Nedbank Private Wealth to seek advice to help them achieve a set annual income throughout their retirement, and help them pass on as much of their estate to their children as they could.
Planning ahead in your 30s
A couple in their mid-30s were keen to make sure they were on track to retire to a comfortable life, as well as understand whether their finances could survive an unexpected shock, and help them appreciate what ‘good’ looks like.
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Get in touch
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.