We offer specialist advice and services to help you make the most of your money

Whether you want to grow your wealth in the best possible way, plan for your retirement, protect your hard-earned capital or generate an optimal income from it, our services are built around your needs. We help you reach your goals and meet your needs through personalised advice and a fully integrated, seamless approach to the management of your wealth, both locally and internationally.

We can help you to:

• Bank in a way that gives you easy access to your money through a full range of local and international banking services available through a single point of contact
• Invest in a range of top local and offshore investments to grow your money
• Trade on our global platform using our specialist stockbroking service
• Diversify your wealth internationally through our integrated advisory, investment, banking and estate and tax planning services
• Structure sound estate and succession plans to protect your – and your family’s – interests through our specialist fiduciary services
• Leave a lasting legacy behind with our philanthropy services
• Insure your personal and business assets against life’s uncertainties through short- and long-term insurance solutions

Personalised advice is central to our approach – and your wealth outcomes 

Many experts have the skills and expertise to manage money, but we believe our edge comes from the way that we apply these skills. Your wealth management needs are central to our approach, and ongoing advice about how to best meet your specific needs is the foundation of our service to you.

When we help you make decisions about your money, we therefore stop and ask ourselves and you:

1. What are your goals and wealth management needs?
2. What is important to you?
3. What will create the best possible outcome for you?
4. How do we achieve this in the most effective and optimal way?

We can help you if you currently:

• Earn at least R1.5 million per year AND/OR
• Have R5 million of investable assets

Do you meet these criteria? Click here to become a client

Other options if you don’t meet these criteria

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