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Financial Planning Cross Sell

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Financial planning

Standard Bank Financial Consultancy can help you create a financial plan that is tailored to your lifestyle and designed to help you achieve your important life goals.

Some of the benefits

Outcomes based

Our financial planning is based on achieving specific goals

Client focused

You and your family’s needs are a priority in the planning process

Customised solutions

Our approach means solutions are tailored to align with your goals

Range of solutions

No matter your goals, we have the solutions to help you achieve them
When life happens
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Goals-based Financial Planning

Our financial advisors can assist you in creating a financial plan that enables you to achieve specific goals.

Client Life Stage
Life Events

We can help you plan and prepare financially for those significant events in your life.

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Your financial life all in one app

Take control of your financial life with the My360 app.

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Two-pot retirement system

How will your retirement contributions be split?